2023 Form 5500 filing — Ackerman Insurance Group Retirement 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 20240314093358NAL0066654034001) for Ackerman Insurance Group Retirement Plan, reported by Ackerman Insurance Group, Inc. under EIN 47-1407518 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)$538KReported net assets$538,000
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240314093358NAL0066654034001
Plan sponsor
Ackerman Insurance Group, Inc.
EIN
47-1407518
Plan number
001
Location
Aurora, IL
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.

Reported balance (end of year)$538K total assets
Net assets$538KLiabilities
Money in vs. money out
Total income / additions$313.5K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$538,000
Net assets (EOY)
$538,000
Total income / additions
$313,458
Total expenses
$0
Net increase / (decrease)
$313,458

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240314093358NAL0066654034001 cover?
It is the 2023 Form 5500 filing for Ackerman Insurance Group Retirement Plan, reported by Ackerman Insurance Group, Inc. (EIN 47-1407518).
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