2023 Form 5500 filing — Powell Agency 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 20250813095239NAL0025207906001) for Powell Agency Inc 401(K) Plan, reported by Powell Agency Inc under EIN 83-2422248 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250813095239NAL0025207906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Powell Agency Inc
- EIN
- 83-2422248
- Plan number
- 001
- Location
- Hoover, AL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $458,315
- Net assets (EOY)
- $458,315
- Participant contributions
- $9,495
- Total income / additions
- $29,876
- Benefits paid
- $48,416
- Administrative expenses
- $1,229
- Total expenses
- $49,645
- Net increase / (decrease)
- -$19,769
- Schedule source
- Schedule I