Mdrippy Insurance Services Retirement Plan — Form 5500 plan (Mdrippy Insurance Services, 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, Mdrippy Insurance Services Retirement Plan is a benefit plan reported by Mdrippy Insurance Services, Inc. under EIN 46-2805753 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,188,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mdrippy Insurance Services, Inc.
- EIN
- 46-2805753
- Plan number
- 001
- Plan type
- 2
- Location
- Brighton, CO
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,188,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240913122658NAL0005966035001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,188,359
- Net assets (EOY)
- $1,188,359
- Net assets (BOY)
- $972,788
Income & contributions
- Employer contributions
- $15,373
- Participant contributions
- $18,444
- Total income / additions
- $216,301
Expenses & distributions
- Administrative expenses
- $730
- Total expenses
- $730
- Net increase / (decrease)
- $215,571
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.