2023 Form 5500 filing — Suncoast Insurance Services Retirement 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 20240624140656NAL0006492705001) for Suncoast Insurance Services Retirement Plan, reported by Suncoast Insurance Services, Inc. under EIN 46-1073173 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240624140656NAL0006492705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suncoast Insurance Services, Inc.
- EIN
- 46-1073173
- Plan number
- 001
- Location
- Arroyo Grande, CA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,137,975
- Net assets (EOY)
- $1,137,975
- Employer contributions
- $6,270
- Participant contributions
- $7,590
- Total income / additions
- $112,203
- Benefits paid
- $20,079
- Administrative expenses
- $859
- Total expenses
- $20,938
- Net increase / (decrease)
- $91,265
- Schedule source
- Schedule I