2023 Form 5500 filing — Flood & Peterson Insurance, 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 20240820144705NAL0002699953001) for Flood & Peterson Insurance, Inc. Profit Sharing Plan, reported by Flood & Peterson Insurance, Inc. under EIN 84-0475762 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820144705NAL0002699953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flood & Peterson Insurance, Inc.
- EIN
- 84-0475762
- Plan number
- 001
- Location
- Greeley, CO
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,599,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,599,805
- Employer contributions
- $615,946
- Participant contributions
- $1,072,053
- Total income / additions
- $4,270,691
- Benefits paid
- $2,987,269
- Administrative expenses
- $66,211
- Total expenses
- $3,053,480
- Net increase / (decrease)
- $1,217,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Innovest Portfolio Solutions LLC | INVESTMENT ADVISOR | $48,170 | not reported in the loaded dataset |
| Rubin Brown Llp | AUDITOR | $16,880 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,785 | $0 |