2023 Form 5500 filing — Gutierrez Family 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 20241001090946NAL0013243890001) for Gutierrez Family Agency Retirement Plan, reported by Gutierrez Family Agency, Inc. under EIN 47-2136860 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001090946NAL0013243890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gutierrez Family Agency, Inc.
- EIN
- 47-2136860
- Plan number
- 001
- Location
- Munster, IN
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $529,336
- Net assets (EOY)
- $529,336
- Employer contributions
- $5,178
- Participant contributions
- $5,199
- Total income / additions
- $13,023
- Benefits paid
- $0
- Administrative expenses
- $9
- Total expenses
- $9
- Net increase / (decrease)
- $13,014
- Schedule source
- Schedule I