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, Fred Loya Insurance 401(K) Retirement Plan is a benefit plan reported by Ep Loya Group, Lp under EIN 81-0586757 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,971 participants and $20,759,844 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,759,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,759,844
- Net assets (BOY)
- $17,008,358
Income & contributions
- Employer contributions
- $829,676
- Participant contributions
- $1,488,290
- Total contributions
- $2,319,582
- Total income / additions
- $5,492,338
Expenses & distributions
- Benefits paid
- $1,660,807
- Administrative expenses
- $5,234
- Total expenses
- $1,740,852
- Net increase / (decrease)
- $3,751,486