2023 Form 5500 filing — Partridge Zschau Insurance Agency Profit Sharing Plan & Trust
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 20240620100412NAL0001706544001) for Partridge Zschau Insurance Agency Profit Sharing Plan & Trust, reported by Partridge Zschau Insurance Agency, Inc. under EIN 04-2301951 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240620100412NAL0001706544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Partridge Zschau Insurance Agency, Inc.
- EIN
- 04-2301951
- Plan number
- 001
- Location
- Turners Falls, MA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $702,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $702,512
- Employer contributions
- $32,331
- Participant contributions
- $790
- Total income / additions
- $154,425
- Benefits paid
- $0
- Administrative expenses
- $188
- Total expenses
- $188
- Net increase / (decrease)
- $154,237
- Schedule source
- Schedule I