2023 Form 5500 filing — Giddings Insurance Agency, Inc. 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 20240729131710NAL0041086834001) for Giddings Insurance Agency, Inc. Retirement Plan, reported by Giddings Insurance Agency, Inc. under EIN 20-0643558 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729131710NAL0041086834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Giddings Insurance Agency, Inc.
- EIN
- 20-0643558
- Plan number
- 001
- Location
- Hemet, CA
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $285,989
- Net assets (EOY)
- $285,989
- Employer contributions
- $10,700
- Participant contributions
- $73,456
- Total income / additions
- $132,899
- Total expenses
- $0
- Net increase / (decrease)
- $132,899
- Schedule source
- Schedule I