Essential Insurance Management, Inc. Retirement Plan — Form 5500 plan (Essential Insurance Management, 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, Essential Insurance Management, Inc. Retirement Plan is a benefit plan reported by Essential Insurance Management, Inc. under EIN 88-4380329 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $768,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essential Insurance Management, Inc.
- EIN
- 88-4380329
- Plan number
- 001
- Plan type
- 2
- Location
- Colleyville, TX
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $768,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240824192713NAL0015889586001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $768,355
- Net assets (EOY)
- $768,355
- Net assets (BOY)
- $802,144
Income & contributions
- Total income / additions
- -$33,789
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$33,789
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.