Plan5500

Pat Delvecchio Insurance Agency In — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pat Delvecchio Insurance Agency In (EIN 59-1864117) is a plan sponsor located in Homestead, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-1864117
Location
Homestead, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pat Delvecchio Insurance Agency In

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, Pat Delvecchio Ins. Agency Inc Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,793,479
Total reported assets$2.8M$2,793,479
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities—
Contributions & income
Total income / additions$233.1K
Expenses & distributions
Benefits paid / distributions$17K
Total expenses$38.8K
Net increase / (decrease)$194.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Pat Delvecchio Ins. Agency Inc Profit Sharing Plan
Participants per plan3Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pat Delvecchio Ins. Agency Inc Profit Sharing Plan$2.8M
    Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pat Delvecchio Insurance Agency In. Open one for its full reported snapshot.

  1. 2023
    Pat Delvecchio Ins. Agency Inc Profit Sharing Plan3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pat Delvecchio Insurance Agency In report on Form 5500?
Pat Delvecchio Insurance Agency In (EIN 59-1864117) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pat Delvecchio Insurance Agency In?
The Employer Identification Number (EIN) reported for Pat Delvecchio Insurance Agency In is 59-1864117.
What is the latest Form 5500 filing year for Pat Delvecchio Insurance Agency In?
The latest loaded Form 5500 filing year for Pat Delvecchio Insurance Agency In is 2023.

Related Form 5500 pages