R. Carrie Insurance Agency, Inc. 401k Plan — Form 5500 plan (R. Carrie Insurance 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, R. Carrie Insurance Agency, Inc. 401k Plan is a benefit plan reported by R. Carrie Insurance Agency, Inc. under EIN 94-3259335 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $709,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. Carrie Insurance Agency, Inc.
- EIN
- 94-3259335
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Springs, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $709,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240919161431NAL0012392962001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $709,478
- Net assets (EOY)
- $709,478
- Net assets (BOY)
- $568,600
Income & contributions
- Employer contributions
- $544
- Participant contributions
- $48,516
- Total income / additions
- $140,878
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $140,878
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.