2023 Form 5500 filing — C.D. Simonian Insurance Agency, Inc. 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 20240923161525NAL0020852224001) for C.D. Simonian Insurance Agency, Inc. Profit Sharing Plan, reported by C.D. Simonian Insurance Agency, Inc. under EIN 94-1649506 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240923161525NAL0020852224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.D. Simonian Insurance Agency, Inc.
- EIN
- 94-1649506
- Plan number
- 001
- Location
- Fowler, CA
- Participants
- 21
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,458
- Net assets (EOY)
- $8,458
- Employer contributions
- $2,500
- Total income / additions
- $2,501
- Administrative expenses
- $90
- Total expenses
- $90
- Net increase / (decrease)
- $2,411
- Schedule source
- Schedule I