Garrett Insurance Services Retirement Plan — Form 5500 plan (Garrett 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, Garrett Insurance Services Retirement Plan is a benefit plan reported by Garrett Insurance Services, Inc. under EIN 82-2266925 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,591,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garrett Insurance Services, Inc.
- EIN
- 82-2266925
- Plan number
- 001
- Plan type
- 2
- Location
- Wake Forest, NC
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,591,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240404074443NAL0015556593001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,591,195
- Total liabilities (EOY)
- $16
- Net assets (EOY)
- $1,591,179
- Net assets (BOY)
- $1,110,086
Income & contributions
- Employer contributions
- $25,656
- Participant contributions
- $55,235
- Total income / additions
- $489,205
Expenses & distributions
- Benefits paid
- $6,227
- Administrative expenses
- $1,885
- Total expenses
- $8,112
- Net increase / (decrease)
- $481,093
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.