Davies-Barry Insurance Employee Stock Ownership Plan — Form 5500 plan (Porter Spaulding, Inc. Davies-Barry Insurance)
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, Davies-Barry Insurance Employee Stock Ownership Plan is a benefit plan reported by Porter Spaulding, Inc. Davies-Barry Insurance under EIN 92-0029410 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $5,556,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Porter Spaulding, Inc. Davies-Barry Insurance
- EIN
- 92-0029410
- Plan number
- 002
- Plan type
- 2
- Location
- Ketchikan, AK
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $5,556,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240909155056NAL0002469635001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,556,415
- Total liabilities (EOY)
- $1,398,507
- Net assets (EOY)
- $4,157,908
- Net assets (BOY)
- $4,221,687
Income & contributions
- Total income / additions
- $566,023
Expenses & distributions
- Benefits paid
- $629,802
- Total expenses
- $629,802
- Net increase / (decrease)
- -$63,779
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.