Partridge Zschau Insurance Agency Profit Sharing Plan & Trust — Form 5500 plan (Partridge Zschau Insurance Agency, Inc.)
Plain-English plan 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, Partridge Zschau Insurance Agency Profit Sharing Plan & Trust is a benefit plan reported by Partridge Zschau Insurance Agency, Inc. under EIN 04-2301951 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $702,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partridge Zschau Insurance Agency, Inc.
- EIN
- 04-2301951
- Plan number
- 001
- Plan type
- 2
- Location
- Turners Falls, MA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $702,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240620100412NAL0001706544001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $702,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $702,512
- Net assets (BOY)
- $548,275
Income & contributions
- Employer contributions
- $32,331
- Participant contributions
- $790
- Total income / additions
- $154,425
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $188
- Total expenses
- $188
- Net increase / (decrease)
- $154,237
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.