Tolan Insurance Group Retirement Plan — Form 5500 plan (Tolan Insurance Group, 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, Tolan Insurance Group Retirement Plan is a benefit plan reported by Tolan Insurance Group, Inc. under EIN 82-5091274 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $335,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tolan Insurance Group, Inc.
- EIN
- 82-5091274
- Plan number
- 001
- Plan type
- 2
- Location
- Windermere, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $335,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240229150300NAL0025901490001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $335,668
- Net assets (EOY)
- $335,668
- Net assets (BOY)
- $246,954
Income & contributions
- Total income / additions
- $88,714
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $88,714
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.