2023 Form 5500 filing — Isaac Insurance Agency, Inc. 401(K) 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 20241009164258NAL0038480482001) for Isaac Insurance Agency, Inc. 401(K) Plan, reported by Isaac Insurance Agency, Inc. under EIN 81-1206500 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009164258NAL0038480482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isaac Insurance Agency, Inc.
- EIN
- 81-1206500
- Plan number
- 002
- Location
- San Angelo, TX
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,462
- Net assets (EOY)
- $160,462
- Employer contributions
- $1,306
- Participant contributions
- $1,306
- Total income / additions
- $23,015
- Administrative expenses
- $463
- Total expenses
- $620
- Net increase / (decrease)
- $22,395
- Schedule source
- Schedule I