2023 Form 5500 filing — Daniels Insurance Agency Inc - Employees 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 20251031102038NAL0004761952001) for Daniels Insurance Agency Inc - Employees Stock Ownership Plan, reported by Maddy Mann under EIN 85-0092484 and plan number 002. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20251031102038NAL0004761952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maddy Mann
- EIN
- 85-0092484
- Plan number
- 002
- Location
- Hobbs, NM
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,961
- Net assets (EOY)
- $78,961
- Total income / additions
- $18,130
- Total expenses
- $0
- Net increase / (decrease)
- $18,130
- Schedule source
- Schedule I