Eric Deroche Insurance Agency 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Eric Deroche Insurance Agency)
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, Eric Deroche Insurance Agency 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Eric Deroche Insurance Agency under EIN 45-2894453 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $582,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eric Deroche Insurance Agency
- EIN
- 45-2894453
- Plan number
- 001
- Plan type
- 2
- Location
- Harahan, LA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $582,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240605072421NAL0042281426001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $582,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $582,028
- Net assets (BOY)
- $341,666
Income & contributions
- Employer contributions
- $18,462
- Participant contributions
- $48,120
- Total income / additions
- $256,465
Expenses & distributions
- Benefits paid
- $13,565
- Administrative expenses
- $2,538
- Total expenses
- $16,103
- Net increase / (decrease)
- $240,362
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.