2023 Form 5500 filing — Davison Insurance Agency 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 20240930151038NAL0009669456001) for Davison Insurance Agency Profit Sharing Plan, reported by Davison Insurance Agency, Inc. Profit Sharing Plan under EIN 04-2275195 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930151038NAL0009669456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davison Insurance Agency, Inc. Profit Sharing Plan
- EIN
- 04-2275195
- Plan number
- 001
- Location
- Arlington, MA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,979
- Net assets (EOY)
- $214,979
- Employer contributions
- $41,729
- Total income / additions
- $122,843
- Benefits paid
- $611,103
- Administrative expenses
- $1,527
- Total expenses
- $612,630
- Net increase / (decrease)
- -$489,787
- Schedule source
- Schedule I