Treece Agency Retirement Plan — Form 5500 plan (Treece 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, Treece Agency Retirement Plan is a benefit plan reported by Treece Agency, Inc. under EIN 83-0944366 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $124,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Treece Agency, Inc.
- EIN
- 83-0944366
- Plan number
- 001
- Plan type
- 2
- Location
- Smyrna, TN
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $124,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240723091706NAL0023911266001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $124,860
- Net assets (EOY)
- $124,860
- Net assets (BOY)
- $80,272
Income & contributions
- Total income / additions
- $89,917
Expenses & distributions
- Total expenses
- $45,329
- Net increase / (decrease)
- $44,588
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.