2023 Form 5500 filing — Gary Filippi Insurance Group Inc. 401(K) Plan
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 20240617165231NAL0001809281001) for Gary Filippi Insurance Group Inc. 401(K) Plan, reported by Gary Filippi Insurance Group Inc. under EIN 27-0697665 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240617165231NAL0001809281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary Filippi Insurance Group Inc.
- EIN
- 27-0697665
- Plan number
- 001
- Location
- Holly Springs, NC
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,070
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $21,508
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $21,508
- Schedule source
- Schedule I