Gary Thompson Agency, Inc. Safe Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Gary Thompson 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, Gary Thompson Agency, Inc. Safe Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Gary Thompson Agency, Inc. under EIN 47-0597590 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gary Thompson Agency, Inc.
EIN
47-0597590
Plan number
001
Plan type
2
Location
Red Cloud, NE
Latest filing year
2023
Participants
181
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240402094053NAL0019765378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,986,653

Income & contributions

Total contributions
$17,306
Total income / additions
$718,708

Expenses & distributions

Benefits paid
$689,166
Administrative expenses
$26,142
Total expenses
$715,308
Net increase / (decrease)
$3,400

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifp Advisors, LLCINVESTMENT ADVISOR$15,538not reported in the loaded dataset2023
July Business ServiceRECORDKEEPER$10,604not reported in the loaded dataset2023

Related Form 5500 pages