The Essex Agency, Inc. Employee Stock Ownership Plan — Form 5500 plan (The Essex Agency, Inc.)
Plain-English plan 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, The Essex Agency, Inc. Employee Stock Ownership Plan is a benefit plan reported by The Essex Agency, Inc. under EIN 03-0229768 and plan number 003. The latest loaded filing year is 2023. The filing reports 22 participants and $439,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Essex Agency, Inc.
- EIN
- 03-0229768
- Plan number
- 003
- Plan type
- 2
- Location
- Essex Junction, VT
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $439,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20241120150345NAL0003762801001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $439,537
- Net assets (EOY)
- $439,537
- Net assets (BOY)
- $1,066,753
Income & contributions
- Total income / additions
- $3,328,640
Expenses & distributions
- Benefits paid
- $3,955,832
- Total expenses
- $3,955,856
- Net increase / (decrease)
- -$627,216
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.