401(k)
2022 plan-year 401(k) DOL Form 5500

Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Layman, Diener, Borntrager Insurance Agency · Virginia · Finance & Insurance

What the 2023 filing shows

Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan holds N/A for 78 participants.

N/A
total plan assets (2022 EOY)
78
covered participants
Total Assets (2023)
N/A
Participants
78
State
Industry
Finance & Insurance

What the Filing Says About Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan

Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan is a 401(k) retirement plan sponsored by Layman, Diener, Borntrager Insurance Agency, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 78 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 540784757, and the plan has been effective since 1995-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN540784757
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Layman, Diener, Borntrager Insurance Agency)

Year Plans Participants Total Assets
2022 1 78 N/A
2023 1 72 N/A
2024 1 70 N/A

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Frequently Asked Questions

How much money is in the Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan?
As of the 2022 Form 5500 filing, Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan holds N/A in total assets with 78 participants. It is sponsored by Layman, Diener, Borntrager Insurance Agency.
What type of plan is Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan?
Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan is a 401(k) plan. It has been effective since 1995-05-01. The plan is filed with the U.S. Department of Labor under EIN 540784757.
Who sponsors the Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan?
Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan is sponsored by Layman, Diener, Borntrager Insurance Agency, located in Virginia. The sponsor's EIN is 540784757 and the plan operates in the Finance & Insurance industry.
How did Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan perform in 2022?
Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan held N/A in total assets at the end of 2022.
Where can I find official filings for Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan?
Official Form 5500 filings for Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540784757 or plan name at efast.dol.gov.
How does Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan compare to other plans?
You can compare Layman, Diener, Borntrager Insurance Agency Employee Stock Ownership & Savings Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540784757.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.