2023 Form 5500 filing — Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240326095034NAL0000371792001) for Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan, reported by Peter E. Frank Insurance Agency, Inc. under EIN 54-2154269 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240326095034NAL0000371792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peter E. Frank Insurance Agency, Inc.
- EIN
- 54-2154269
- Plan number
- 001
- Location
- Indian Trail, NC
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,398
- Net assets (EOY)
- $167,398
- Employer contributions
- $789
- Participant contributions
- $3,943
- Total income / additions
- $5,005
- Total expenses
- $0
- Net increase / (decrease)
- $5,005
- Schedule source
- Schedule I