2023 Form 5500 filing — Bates Insurance Agency, Inc. 401(K) Profit Sharing
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 20240919123738NAL0010481536002) for Bates Insurance Agency, Inc. 401(K) Profit Sharing, reported by Bates Insurance Agency, Inc. under EIN 63-0494204 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240919123738NAL0010481536002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bates Insurance Agency, Inc.
- EIN
- 63-0494204
- Plan number
- 001
- Location
- Irondale, AL
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,996,826
- Net assets (EOY)
- $2,996,826
- Employer contributions
- $212,686
- Participant contributions
- $157,333
- Total income / additions
- $814,409
- Benefits paid
- $207,429
- Administrative expenses
- $11,344
- Total expenses
- $258,124
- Net increase / (decrease)
- $556,285
- Schedule source
- Schedule I