C.D. Simonian Insurance Agency, Inc. Profit Sharing Plan — Form 5500 plan (C.D. Simonian 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, C.D. Simonian Insurance Agency, Inc. Profit Sharing Plan is a benefit plan reported by C.D. Simonian Insurance Agency, Inc. under EIN 94-1649506 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $8,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.D. Simonian Insurance Agency, Inc.
- EIN
- 94-1649506
- Plan number
- 001
- Plan type
- 2
- Location
- Fowler, CA
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $8,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240923161525NAL0020852224001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,458
- Net assets (EOY)
- $8,458
- Net assets (BOY)
- $6,047
Income & contributions
- Employer contributions
- $2,500
- Total income / additions
- $2,501
Expenses & distributions
- Administrative expenses
- $90
- Total expenses
- $90
- Net increase / (decrease)
- $2,411
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.