2023 Form 5500 filing — Avery W. Hall Insurance Agency, Inc. 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 20241220102106NAL0003375235001) for Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan, reported by Avery W. Hall Insurance Agency, Inc under EIN 52-0631975 and plan number 002. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241220102106NAL0003375235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avery W. Hall Insurance Agency, Inc
- EIN
- 52-0631975
- Plan number
- 002
- Location
- Salisbury, MD
- Participants
- 69
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,904,682
- Total liabilities (EOY)
- $17,171
- Net assets (EOY)
- $28,887,511
- Total income / additions
- $12,616,009
- Benefits paid
- $653,097
- Total expenses
- $653,097
- Net increase / (decrease)
- $11,962,912
- Schedule source
- Schedule I