Louis Dodd Insurance Agency Profit Sharing Paln — Form 5500 plan (Louis Dodd 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, Louis Dodd Insurance Agency Profit Sharing Paln is a benefit plan reported by Louis Dodd Insurance Agency, Inc. under EIN 36-4282427 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $451,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Louis Dodd Insurance Agency, Inc.
- EIN
- 36-4282427
- Plan number
- 001
- Plan type
- 2
- Location
- Calumet City, IL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $451,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240916180006NAL0000769827002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $451,817
- Net assets (EOY)
- $451,817
- Net assets (BOY)
- $295,793
Income & contributions
- Total income / additions
- $156,024
Expenses & distributions
- Net increase / (decrease)
- $156,024
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.