The Insurance Archaeology Group, Ltd. 401(K) Plan — Form 5500 plan (The Insurance Archaeology Group, Ltd.)

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, The Insurance Archaeology Group, Ltd. 401(K) Plan is a benefit plan reported by The Insurance Archaeology Group, Ltd. under EIN 13-3195359 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $1,995,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Insurance Archaeology Group, Ltd.
EIN
13-3195359
Plan number
001
Plan type
2
Location
Rutherford, NJ
Latest filing year
2023
Participants
12
End-of-year plan assets
$1,995,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312I20240930091626NAL0009131024001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,995,397
Total liabilities (EOY)
$0
Net assets (EOY)
$1,995,397
Net assets (BOY)
$2,038,233

Income & contributions

Employer contributions
$7,141
Participant contributions
$65,965
Total income / additions
$359,300

Expenses & distributions

Benefits paid
$399,813
Administrative expenses
$50
Total expenses
$402,136
Net increase / (decrease)
-$42,836

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages