Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan — Form 5500 plan (Leap/Carpenter/Kemps Insurance Agency)
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, Leap/Carpenter/Kemps Insurance Agency Employee Stock Ownership Plan is a benefit plan reported by Leap/Carpenter/Kemps Insurance Agency under EIN 94-1434076 and plan number 002. The latest loaded filing year is 2023. The filing reports 49 participants and $4,650,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leap/Carpenter/Kemps Insurance Agency
- EIN
- 94-1434076
- Plan number
- 002
- Plan type
- 2
- Location
- Merced, CA
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $4,650,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20241001111403NAL0011453008001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,650,191
- Total liabilities (EOY)
- $75,532
- Net assets (EOY)
- $4,574,659
- Net assets (BOY)
- $10,026,507
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $8,959,504
Expenses & distributions
- Benefits paid
- $14,411,327
- Administrative expenses
- $0
- Total expenses
- $14,411,352
- Net increase / (decrease)
- -$5,451,848
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.