2023 Form 5500 filing — Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240502105604NAL0046491090001) for Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust, reported by Evans, Ewan & Brady Insurance Agency, Inc. under EIN 74-2000684 and plan number 002. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240502105604NAL0046491090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evans, Ewan & Brady Insurance Agency, Inc.
- EIN
- 74-2000684
- Plan number
- 002
- Location
- Georgetown, TX
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,143,831
- Net assets (EOY)
- $4,143,831
- Total income / additions
- $300,839
- Benefits paid
- $641,877
- Administrative expenses
- $12,044
- Total expenses
- $653,921
- Net increase / (decrease)
- -$353,082
- Schedule source
- Schedule I