2023 Form 5500 filing — Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And 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 20241017073433NAL0018393619001) for Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And Trust, reported by Ted Todd Insurance Agency, Inc. under EIN 65-0537928 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241017073433NAL0018393619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ted Todd Insurance Agency, Inc.
- EIN
- 65-0537928
- Plan number
- 001
- Location
- Estero, FL
- Participants
- 131
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,023,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,023,992
- Employer contributions
- $56,600
- Participant contributions
- $128,317
- Total income / additions
- $343,236
- Benefits paid
- $315,408
- Administrative expenses
- $225
- Total expenses
- $315,633
- Net increase / (decrease)
- $27,603
- Schedule source
- Schedule H