John R. Sinner Insurance Agency, Inc. 401k Profit Sharing Plan — Form 5500 plan (John R. Sinner 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, John R. Sinner Insurance Agency, Inc. 401k Profit Sharing Plan is a benefit plan reported by John R. Sinner Insurance Agency, Inc. under EIN 95-3517090 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $4,557,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John R. Sinner Insurance Agency, Inc.
- EIN
- 95-3517090
- Plan number
- 002
- Plan type
- 2
- Location
- Alhambra, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $4,557,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20250321123935NAL0016316786001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,557,296
- Total liabilities (EOY)
- $2,726
- Net assets (EOY)
- $4,554,570
- Net assets (BOY)
- $4,353,034
Income & contributions
- Employer contributions
- $111,106
- Participant contributions
- $62,680
- Total income / additions
- $551,898
Expenses & distributions
- Benefits paid
- $345,512
- Administrative expenses
- $4,850
- Total expenses
- $350,362
- Net increase / (decrease)
- $201,536
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.