2023 Form 5500 filing — Walter Stump Insurance Agency Money Purchase Pension 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 20240730165747NAL0034999776001) for Walter Stump Insurance Agency Money Purchase Pension Plan, reported by Walter Stump Insurance Agency, LLC under EIN 26-2540542 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730165747NAL0034999776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walter Stump Insurance Agency, LLC
- EIN
- 26-2540542
- Plan number
- 001
- Location
- Pine Grove, PA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,223,249
- Net assets (EOY)
- $1,223,249
- Employer contributions
- $7,800
- Total income / additions
- $252,109
- Total expenses
- $0
- Net increase / (decrease)
- $252,109
- Schedule source
- Schedule I