2023 Form 5500 filing — Fc&S Insurance Agency 401(K) Retirement 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 20241014101223NAL0045577824001) for Fc&S Insurance Agency 401(K) Retirement Plan, reported by Fc&S Insurance Agency under EIN 74-1838638 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.7MReported net assets$12,732,728
Participants123
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014101223NAL0045577824001
Plan sponsor
Fc&S Insurance Agency
EIN
74-1838638
Plan number
001
Location
Houston, TX
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$172.3K
Participant$261.7K
Full reported line items
Total assets (EOY)
$12,732,728
Net assets (EOY)
$12,732,728
Employer contributions
$172,341
Participant contributions
$261,669
Total income / additions
$2,412,271
Benefits paid
$1,408,791
Administrative expenses
$220
Total expenses
$1,409,011
Net increase / (decrease)
$1,003,260
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $0 · Indirect $0
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014101223NAL0045577824001 cover?
It is the 2023 Form 5500 filing for Fc&S Insurance Agency 401(K) Retirement Plan, reported by Fc&S Insurance Agency (EIN 74-1838638).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages