Deevers Advisory Group, Inc. Retirement Plan — Form 5500 plan (Deevers Advisory Group, 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, Deevers Advisory Group, Inc. Retirement Plan is a benefit plan reported by Deevers Advisory Group, Inc. under EIN 84-3797883 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $37,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deevers Advisory Group, Inc.
- EIN
- 84-3797883
- Plan number
- 001
- Plan type
- 2
- Location
- Streetsboro, OH
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $37,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240305113337NAL0015821635001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $37,981
- Net assets (EOY)
- $37,981
- Net assets (BOY)
- $174,606
Income & contributions
- Total income / additions
- -$136,625
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$136,625
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.