Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Herbert Insurance Agency LLC)
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, Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Herbert Insurance Agency LLC under EIN 85-4222963 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,865,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert Insurance Agency LLC
- EIN
- 85-4222963
- Plan number
- 001
- Plan type
- 2
- Location
- Bellaire, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,865,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240411155435NAL0000533123001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,865,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,865,374
- Net assets (BOY)
- $1,556,109
Income & contributions
- Employer contributions
- $57,031
- Participant contributions
- $57,000
- Total income / additions
- $309,385
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- $309,265
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.