Ronnie Dunavant Insurance Agency — Form 5500 plan (Ronnie Dunavant Insurance Agency)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ronnie Dunavant Insurance Agency is a benefit plan reported by Ronnie Dunavant Insurance Agency under EIN 75-2413162 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,235,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ronnie Dunavant Insurance Agency
- EIN
- 75-2413162
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Pleasant, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,235,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241015063451NAL0054997362001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,235,470
- Net assets (EOY)
- $1,235,470
- Net assets (BOY)
- $1,233,550
Income & contributions
- Total income / additions
- $64,404
Expenses & distributions
- Benefits paid
- $52,530
- Administrative expenses
- $9,954
- Total expenses
- $62,484
- Net increase / (decrease)
- $1,920
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.