Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings — Form 5500 plan (Layman, Diener, & Borntrager 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, Layman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership And Savings is a benefit plan reported by Layman, Diener, & Borntrager Insurance Agency, Inc. under EIN 54-0784757 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $15,258,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Layman, Diener, & Borntrager Insurance Agency, Inc.
- EIN
- 54-0784757
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $15,258,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | I | 20241011073253NAL0012258131001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,258,012
- Total liabilities (EOY)
- $3,500,139
- Net assets (EOY)
- $11,757,873
- Net assets (BOY)
- $9,196,271
Income & contributions
- Employer contributions
- $602,556
- Participant contributions
- $224,863
- Total income / additions
- $3,075,899
Expenses & distributions
- Benefits paid
- $396,063
- Administrative expenses
- $14,440
- Total expenses
- $514,297
- Net increase / (decrease)
- $2,561,602
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.