2023 Form 5500 filing — Devine Insurance & Financial Services, Inc. 401(K) 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 20241011133644NAL0037071968001) for Devine Insurance & Financial Services, Inc. 401(K) Plan, reported by Devine Insurance & Financial Services, Inc. under EIN 81-3723698 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241011133644NAL0037071968001
Filing year
2023
Form type
2
Plan sponsor
Devine Insurance & Financial Services, Inc.
EIN
81-3723698
Plan number
001
Location
Westwood, MA
Participants
4
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$148,624
Total liabilities (EOY)
$0
Net assets (EOY)
$148,624
Employer contributions
$200
Participant contributions
$200
Total income / additions
-$122,033
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$122,033
Schedule source
Schedule I

Related Form 5500 pages