2023 Form 5500 filing — Don Ashbaugh Agency, Inc. Profit Sharing 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 20250708155818NAL0011285906001) for Don Ashbaugh Agency, Inc. Profit Sharing Plan, reported by Don Ashbaugh Agency, Inc. under EIN 26-3911621 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250708155818NAL0011285906001
Filing year
2023
Form type
2
Plan sponsor
Don Ashbaugh Agency, Inc.
EIN
26-3911621
Plan number
001
Location
Fitchburg, WI
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$40,742
Net assets (EOY)
$40,742
Total income / additions
-$4,976
Total expenses
$0
Net increase / (decrease)
-$4,976
Schedule source
Schedule I

Related Form 5500 pages