2023 Form 5500 filing — Homeowners Insurance Agency In 401(K) 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 20240927171821NAL0001459059001) for Homeowners Insurance Agency In 401(K) Profit Sharing Plan & Trust, reported by Homeowners Insurance Agency In under EIN 03-0482788 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927171821NAL0001459059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homeowners Insurance Agency In
- EIN
- 03-0482788
- Plan number
- 001
- Location
- Jenks, OK
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,393
- Net assets (EOY)
- $864,393
- Employer contributions
- $65,783
- Participant contributions
- $58,868
- Total income / additions
- $163,519
- Benefits paid
- $716
- Administrative expenses
- $145
- Total expenses
- $861
- Net increase / (decrease)
- $162,658
- Schedule source
- Schedule I