Isaac Insurance Agency, Inc. 401(K) Plan — Form 5500 plan (Isaac 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, Isaac Insurance Agency, Inc. 401(K) Plan is a benefit plan reported by Isaac Insurance Agency, Inc. under EIN 81-1206500 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $160,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isaac Insurance Agency, Inc.
- EIN
- 81-1206500
- Plan number
- 002
- Plan type
- 2
- Location
- San Angelo, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $160,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241009164258NAL0038480482001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $160,462
- Net assets (EOY)
- $160,462
- Net assets (BOY)
- $138,067
Income & contributions
- Employer contributions
- $1,306
- Participant contributions
- $1,306
- Total income / additions
- $23,015
Expenses & distributions
- Administrative expenses
- $463
- Total expenses
- $620
- Net increase / (decrease)
- $22,395
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.