2023 Form 5500 filing — Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership 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 20241001111403NAL0011453008001) for Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan, reported by Leap/Carpenter/Kemps Insurance Agency under EIN 94-1434076 and plan number 002. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001111403NAL0011453008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leap/Carpenter/Kemps Insurance Agency
- EIN
- 94-1434076
- Plan number
- 002
- Location
- Merced, CA
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,650,191
- Total liabilities (EOY)
- $75,532
- Net assets (EOY)
- $4,574,659
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $8,959,504
- Benefits paid
- $14,411,327
- Administrative expenses
- $0
- Total expenses
- $14,411,352
- Net increase / (decrease)
- -$5,451,848
- Schedule source
- Schedule I