Walter Stump Insurance Agency Profit Sharing Plan — Form 5500 plan (Walter Stump Insurance Agency, LLC)
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, Walter Stump Insurance Agency Profit Sharing Plan is a benefit plan reported by Walter Stump Insurance Agency, LLC under EIN 26-2540542 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $924,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walter Stump Insurance Agency, LLC
- EIN
- 26-2540542
- Plan number
- 002
- Plan type
- 2
- Location
- Pine Grove, PA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $924,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730171205NAL0020575281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $924,631
- Net assets (EOY)
- $924,631
- Net assets (BOY)
- $726,049
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $198,652
Expenses & distributions
- Total expenses
- $70
- Net increase / (decrease)
- $198,582
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.