Arnold Insurance Agency Employee Stock Ownership Plan — Form 5500 plan (Arnold 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, Arnold Insurance Agency Employee Stock Ownership Plan is a benefit plan reported by Arnold Insurance Agency Inc under EIN 31-1250202 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $641,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arnold Insurance Agency Inc
- EIN
- 31-1250202
- Plan number
- 002
- Plan type
- 2
- Location
- Reynoldsburg, OH
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $641,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241015091420NAL0056748706001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $641,250
- Total liabilities (EOY)
- $656,620
- Net assets (EOY)
- -$15,370
- Net assets (BOY)
- $20,542
Income & contributions
- Employer contributions
- $83,001
- Total income / additions
- -$16,748
Expenses & distributions
- Total expenses
- $19,164
- Net increase / (decrease)
- -$35,912
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.