Stabile Agency Retirement Plan — Form 5500 plan (Stabile Agency, Inc.)

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, Stabile Agency Retirement Plan is a benefit plan reported by Stabile Agency, Inc. under EIN 84-3667815 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $251,350 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$251.3KPlan net assets, end of year$251,350
Participants3Covered participants reported
Assets / participant$83.8KComputed: assets ÷ participants$83,783 (computed)
Provider compensationNone reported
Plan sponsor
Stabile Agency, Inc.
EIN
84-3667815
Plan number
001
Plan type
2
Location
Mamaroneck, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240219101223NAL0010552098001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$251.3K total assets
Net assets$251.3KLiabilities
Money in vs. money out
Total income / additions$64.8K
Total expenses$58
Benefits paid / distributionsNot reported
Contributions
Employer$6.3K
Participant$6.3K
Full reported line items

Net assets

Total assets (EOY)
$251,350
Net assets (EOY)
$251,350
Net assets (BOY)
$186,630

Income & contributions

Employer contributions
$6,340
Participant contributions
$6,340
Total income / additions
$64,778

Expenses & distributions

Administrative expenses
$58
Total expenses
$58
Net increase / (decrease)
$64,720
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages