Suncoast Insurance Services Retirement Plan — Form 5500 plan (Suncoast Insurance Services, 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, Suncoast Insurance Services Retirement Plan is a benefit plan reported by Suncoast Insurance Services, Inc. under EIN 46-1073173 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,137,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suncoast Insurance Services, Inc.
- EIN
- 46-1073173
- Plan number
- 001
- Plan type
- 2
- Location
- Arroyo Grande, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,137,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240624140656NAL0006492705001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,137,975
- Net assets (EOY)
- $1,137,975
- Net assets (BOY)
- $1,046,710
Income & contributions
- Employer contributions
- $6,270
- Participant contributions
- $7,590
- Total income / additions
- $112,203
Expenses & distributions
- Benefits paid
- $20,079
- Administrative expenses
- $859
- Total expenses
- $20,938
- Net increase / (decrease)
- $91,265
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.