Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan — Form 5500 plan (Peter E. Frank 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, Peter E. Frank Insurance Agency, Inc. 401k Profit Sharing Plan is a benefit plan reported by Peter E. Frank Insurance Agency, Inc. under EIN 54-2154269 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $167,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peter E. Frank Insurance Agency, Inc.
- EIN
- 54-2154269
- Plan number
- 001
- Plan type
- 2
- Location
- Indian Trail, NC
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $167,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240326095034NAL0000371792001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $167,398
- Net assets (EOY)
- $167,398
- Net assets (BOY)
- $162,393
Income & contributions
- Employer contributions
- $789
- Participant contributions
- $3,943
- Total income / additions
- $5,005
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $5,005
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.