Gary Filippi Insurance Group Inc. 401(K) Plan — Form 5500 plan (Gary Filippi Insurance Group 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, Gary Filippi Insurance Group Inc. 401(K) Plan is a benefit plan reported by Gary Filippi Insurance Group Inc. under EIN 27-0697665 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $71,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gary Filippi Insurance Group Inc.
- EIN
- 27-0697665
- Plan number
- 001
- Plan type
- 2
- Location
- Holly Springs, NC
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $71,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240617165231NAL0001809281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $71,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,070
- Net assets (BOY)
- $49,562
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $21,508
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $21,508
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.