2023 Form 5500 filing — Treece Agency Retirement 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 20240723091706NAL0023911266001) for Treece Agency Retirement Plan, reported by Treece Agency, Inc. under EIN 83-0944366 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240723091706NAL0023911266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Treece Agency, Inc.
- EIN
- 83-0944366
- Plan number
- 001
- Location
- Smyrna, TN
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,860
- Net assets (EOY)
- $124,860
- Total income / additions
- $89,917
- Total expenses
- $45,329
- Net increase / (decrease)
- $44,588
- Schedule source
- Schedule I