Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Evans, Ewan & Brady 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, Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Evans, Ewan & Brady Insurance Agency, Inc. under EIN 74-2000684 and plan number 002. The latest loaded filing year is 2023. The filing reports 11 participants and $4,143,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans, Ewan & Brady Insurance Agency, Inc.
- EIN
- 74-2000684
- Plan number
- 002
- Plan type
- 2
- Location
- Georgetown, TX
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $4,143,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240502105604NAL0046491090001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,143,831
- Net assets (EOY)
- $4,143,831
- Net assets (BOY)
- $4,496,913
Income & contributions
- Total income / additions
- $300,839
Expenses & distributions
- Benefits paid
- $641,877
- Administrative expenses
- $12,044
- Total expenses
- $653,921
- Net increase / (decrease)
- -$353,082
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.