2023 Form 5500 filing — Arnold Insurance Agency Employee Stock Ownership 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 20241015091420NAL0056748706001) for Arnold Insurance Agency Employee Stock Ownership Plan, reported by Arnold Insurance Agency Inc under EIN 31-1250202 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015091420NAL0056748706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arnold Insurance Agency Inc
- EIN
- 31-1250202
- Plan number
- 002
- Location
- Reynoldsburg, OH
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $641,250
- Total liabilities (EOY)
- $656,620
- Net assets (EOY)
- -$15,370
- Employer contributions
- $83,001
- Total income / additions
- -$16,748
- Total expenses
- $19,164
- Net increase / (decrease)
- -$35,912
- Schedule source
- Schedule I