2023 Form 5500 filing — Prime Insurance Agency, Inc. Pension 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 20241001115257NAL0011513584001) for Prime Insurance Agency, Inc. Pension Plan, reported by Prime Insurance Agency, Inc. under EIN 22-3825669 and plan number 002. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,680,319
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001115257NAL0011513584001
Plan sponsor
Prime Insurance Agency, Inc.
EIN
22-3825669
Plan number
002
Location
Lakewood, NJ
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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$308.8K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$202K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,680,319
Net assets (EOY)
$1,680,319
Employer contributions
$202,000
Total income / additions
$308,801
Net increase / (decrease)
$308,801

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001115257NAL0011513584001 cover?
It is the 2023 Form 5500 filing for Prime Insurance Agency, Inc. Pension Plan, reported by Prime Insurance Agency, Inc. (EIN 22-3825669).
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