Granbury Insurance Agency Retirement Plan — Form 5500 plan (Granbury Insurance 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, Granbury Insurance Agency Retirement Plan is a benefit plan reported by Granbury Insurance Agency, Inc. under EIN 37-1841284 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $291,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Granbury Insurance Agency, Inc.
- EIN
- 37-1841284
- Plan number
- 001
- Plan type
- 2
- Location
- Granbury, TX
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $291,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240725145527NAL0014709809001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $291,120
- Net assets (EOY)
- $291,120
- Net assets (BOY)
- $442,580
Income & contributions
- Total income / additions
- -$151,460
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$151,460
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.