2023 Form 5500 filing — Lisa Leung Insurance Agency Inc 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 20240712124109NAL0028356992001) for Lisa Leung Insurance Agency Inc Profit Sharing Plan, reported by Lisa Leung Insurance Agency, Inc. under EIN 20-2243217 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240712124109NAL0028356992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lisa Leung Insurance Agency, Inc.
- EIN
- 20-2243217
- Plan number
- 001
- Location
- South Pasadena, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $438,542
- Net assets (EOY)
- $438,542
- Employer contributions
- $12,683
- Total income / additions
- $77,346
- Total expenses
- $6,148
- Net increase / (decrease)
- $71,198
- Schedule source
- Schedule I