2023 Form 5500 filing — The Finch Agency, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240117131250NAL0001187475001) for The Finch Agency, Inc. 401(K) Profit Sharing Plan, reported by The Finch Agency, Inc. under EIN 84-2635454 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240117131250NAL0001187475001
Plan sponsor
The Finch Agency, Inc.
EIN
84-2635454
Plan number
001
Location
Albuquerque, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$26
Total expenses$1.7K
Benefits paid / distributions$1.7K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$26
Benefits paid
$1,682
Administrative expenses
$0
Total expenses
$1,682
Net increase / (decrease)
-$1,656

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240117131250NAL0001187475001 cover?
It is the 2023 Form 5500 filing for The Finch Agency, Inc. 401(K) Profit Sharing Plan, reported by The Finch Agency, Inc. (EIN 84-2635454).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages