Homeowners Insurance Agency In 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Homeowners Insurance Agency In)
Plain-English plan 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, Homeowners Insurance Agency In 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Homeowners Insurance Agency In under EIN 03-0482788 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $864,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homeowners Insurance Agency In
- EIN
- 03-0482788
- Plan number
- 001
- Plan type
- 2
- Location
- Jenks, OK
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $864,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240927171821NAL0001459059001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $864,393
- Net assets (EOY)
- $864,393
- Net assets (BOY)
- $701,735
Income & contributions
- Employer contributions
- $65,783
- Participant contributions
- $58,868
- Total income / additions
- $163,519
Expenses & distributions
- Benefits paid
- $716
- Administrative expenses
- $145
- Total expenses
- $861
- Net increase / (decrease)
- $162,658
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.