Mynde Kessler Insurance Agency Retirement Plan — Form 5500 plan (Mynde Kessler 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, Mynde Kessler Insurance Agency Retirement Plan is a benefit plan reported by Mynde Kessler Insurance Agency, Inc. under EIN 82-4186405 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $174,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mynde Kessler Insurance Agency, Inc.
- EIN
- 82-4186405
- Plan number
- 001
- Plan type
- 2
- Location
- Bryan, TX
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $174,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240627073026NAL0006432899001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $174,867
- Net assets (EOY)
- $174,867
- Net assets (BOY)
- $258,079
Income & contributions
- Total income / additions
- -$83,182
Expenses & distributions
- Total expenses
- $30
- Net increase / (decrease)
- -$83,212
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.