2023 Form 5500 filing — Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings
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 20241011073253NAL0012258131001) for Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings, reported by Layman, Diener, & Borntrager Insurance Agency, Inc. under EIN 54-0784757 and plan number 001. It reports 93 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011073253NAL0012258131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Layman, Diener, & Borntrager Insurance Agency, Inc.
- EIN
- 54-0784757
- Plan number
- 001
- Location
- Harrisonburg, VA
- Participants
- 93
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,258,012
- Total liabilities (EOY)
- $3,500,139
- Net assets (EOY)
- $11,757,873
- Employer contributions
- $602,556
- Participant contributions
- $224,863
- Total income / additions
- $3,075,899
- Benefits paid
- $396,063
- Administrative expenses
- $14,440
- Total expenses
- $514,297
- Net increase / (decrease)
- $2,561,602
- Schedule source
- Schedule I