Andrew Vitella State Farm Agency Inc. P/S 401k Profit Sharing 401k Plan — Form 5500 plan (Andrew Vitella Statefarm Agency In)
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, Andrew Vitella State Farm Agency Inc. P/S 401k Profit Sharing 401k Plan is a benefit plan reported by Andrew Vitella Statefarm Agency In under EIN 56-2562702 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,469,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrew Vitella Statefarm Agency In
- EIN
- 56-2562702
- Plan number
- 001
- Plan type
- 2
- Location
- Ambler, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,469,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241008161506NAL0017961857003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,469,548
- Net assets (EOY)
- $1,469,548
- Net assets (BOY)
- $1,303,043
Income & contributions
- Total income / additions
- $166,505
Expenses & distributions
- Net increase / (decrease)
- $166,505
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.