Insurance Office Of America, Inc. Employee Stock Ownership Plan — Form 5500 plan (Insurance Office Of America, 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, Insurance Office Of America, Inc. Employee Stock Ownership Plan is a benefit plan reported by Insurance Office Of America, Inc. under EIN 59-2472656 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,159 participants and $8,332,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurance Office Of America, Inc.
- EIN
- 59-2472656
- Plan number
- 002
- Plan type
- 2
- Location
- Longwood, FL
- Latest filing year
- 2023
- Participants
- 1,159
- End-of-year plan assets
- $8,332,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,159 | H | 20250501130237NAL0003172353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,332,604
- Total liabilities (EOY)
- $19,522
- Net assets (EOY)
- $8,313,082
- Net assets (BOY)
- $7,798,357
Income & contributions
- Total contributions
- $300,000
- Total income / additions
- $1,044,113
Expenses & distributions
- Benefits paid
- $509,866
- Administrative expenses
- $19,522
- Total expenses
- $529,388
- Net increase / (decrease)
- $514,725
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.