Warren W. Reed Insurance, Inc. Profit Sharing Plan — Form 5500 plan (Warren W. Reed Insurance, 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, Warren W. Reed Insurance, Inc. Profit Sharing Plan is a benefit plan reported by Warren W. Reed Insurance, Inc. under EIN 88-0110572 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,485,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warren W. Reed Insurance, Inc.
- EIN
- 88-0110572
- Plan number
- 001
- Plan type
- 2
- Location
- Gardnerville, NV
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,485,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240422190157NAL0014061968001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,485,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,485,473
- Net assets (BOY)
- $1,240,045
Income & contributions
- Employer contributions
- $90,000
- Participant contributions
- $0
- Total income / additions
- $334,512
Expenses & distributions
- Benefits paid
- $68,918
- Administrative expenses
- $17,745
- Total expenses
- $89,084
- Net increase / (decrease)
- $245,428
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.