2023 Form 5500 filing — Fleming Associates Insurance Agency, Inc. Profit Sharing 401k 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 20250102175047NAL0002454017001) for Fleming Associates Insurance Agency, Inc. Profit Sharing 401k Plan, reported by Fleming Associates Insurance Agency, Inc. under EIN 94-2407044 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250102175047NAL0002454017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fleming Associates Insurance Agency, Inc.
- EIN
- 94-2407044
- Plan number
- 003
- Location
- Pleasant Hill, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,000,355
- Total liabilities (EOY)
- $500
- Net assets (EOY)
- $5,999,855
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $854,733
- Benefits paid
- $180,864
- Administrative expenses
- $28,297
- Total expenses
- $209,161
- Net increase / (decrease)
- $645,572
- Schedule source
- Schedule I