Tp And Associates Agency Retirement Plan — Form 5500 plan (Tp And Associates 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, Tp And Associates Agency Retirement Plan is a benefit plan reported by Tp And Associates Agency, Inc. under EIN 81-5183065 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $584,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tp And Associates Agency, Inc.
- EIN
- 81-5183065
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, OH
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $584,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240711071334NAL0009156051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $584,968
- Net assets (EOY)
- $584,968
- Net assets (BOY)
- $561,716
Income & contributions
- Total income / additions
- $23,408
Expenses & distributions
- Administrative expenses
- $156
- Total expenses
- $156
- Net increase / (decrease)
- $23,252
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.