Slingluff Insurance Agency Inc Profit Sharing And 401(K) Plan — Form 5500 plan (Slingluff 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, Slingluff Insurance Agency Inc Profit Sharing And 401(K) Plan is a benefit plan reported by Slingluff Insurance Agency Inc under EIN 63-0717371 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $6,234,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Slingluff Insurance Agency Inc
EIN
63-0717371
Plan number
001
Plan type
2
Location
Dothan, AL
Latest filing year
2023
Participants
21
End-of-year plan assets
$6,234,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I20250115173658NAL0034760912003

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,234,089
Net assets (EOY)
$6,234,089
Net assets (BOY)
$5,216,473

Income & contributions

Employer contributions
$146,000
Participant contributions
$109,383
Total income / additions
$1,053,906

Expenses & distributions

Benefits paid
$36,290
Total expenses
$36,290
Net increase / (decrease)
$1,017,616

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages