Asset Protection And Insurance Associates Retirement Plan — Form 5500 plan (Asset Protection And Insurance Associates, 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, Asset Protection And Insurance Associates Retirement Plan is a benefit plan reported by Asset Protection And Insurance Associates, Inc. under EIN 82-3263736 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $224,684 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$224.7KPlan net assets, end of year$224,684
Participants1Covered participants reported
Assets / participant$224.7KComputed: assets ÷ participants$224,684 (computed)
Provider compensationNone reported
Plan sponsor
Asset Protection And Insurance Associates, Inc.
EIN
82-3263736
Plan number
001
Plan type
2
Location
Venice, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$224.7K total assets
Net assets$224.7KLiabilities
Money in vs. money out
Total income / additions-$190.1K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$224,684
Net assets (EOY)
$224,684
Net assets (BOY)
$414,813

Income & contributions

Total income / additions
-$190,129

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$190,129
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages