Flood & Peterson Insurance, Inc. Profit Sharing Plan — Form 5500 plan (Flood & Peterson Insurance, 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, Flood & Peterson Insurance, Inc. Profit Sharing Plan is a benefit plan reported by Flood & Peterson Insurance, Inc. under EIN 84-0475762 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $17,599,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flood & Peterson Insurance, Inc.
- EIN
- 84-0475762
- Plan number
- 001
- Plan type
- 2
- Location
- Greeley, CO
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $17,599,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240820144705NAL0002699953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,599,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,599,805
- Net assets (BOY)
- $16,382,594
Income & contributions
- Employer contributions
- $615,946
- Participant contributions
- $1,072,053
- Total contributions
- $1,845,849
- Total income / additions
- $4,270,691
Expenses & distributions
- Benefits paid
- $2,987,269
- Administrative expenses
- $66,211
- Total expenses
- $3,053,480
- Net increase / (decrease)
- $1,217,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Innovest Portfolio Solutions LLC | INVESTMENT ADVISOR | $48,170 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | AUDITOR | $16,880 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,785 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flood & Peterson Insurance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greeley, CO
- Innovest Portfolio Solutions LLC — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation