Stabile Agency Retirement Plan — Form 5500 plan (Stabile 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, Stabile Agency Retirement Plan is a benefit plan reported by Stabile Agency, Inc. under EIN 84-3667815 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $251,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stabile Agency, Inc.
- EIN
- 84-3667815
- Plan number
- 001
- Plan type
- 2
- Location
- Mamaroneck, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $251,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240219101223NAL0010552098001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $251,350
- Net assets (EOY)
- $251,350
- Net assets (BOY)
- $186,630
Income & contributions
- Employer contributions
- $6,340
- Participant contributions
- $6,340
- Total income / additions
- $64,778
Expenses & distributions
- Administrative expenses
- $58
- Total expenses
- $58
- Net increase / (decrease)
- $64,720
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.