Lisa Leung Insurance Agency Inc Profit Sharing Plan — Form 5500 plan (Lisa Leung Insurance Agency, Inc.)
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, Lisa Leung Insurance Agency Inc Profit Sharing Plan is a benefit plan reported by Lisa Leung Insurance Agency, Inc. under EIN 20-2243217 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $438,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lisa Leung Insurance Agency, Inc.
- EIN
- 20-2243217
- Plan number
- 001
- Plan type
- 2
- Location
- South Pasadena, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $438,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240712124109NAL0028356992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $438,542
- Net assets (EOY)
- $438,542
- Net assets (BOY)
- $367,344
Income & contributions
- Employer contributions
- $12,683
- Total income / additions
- $77,346
Expenses & distributions
- Total expenses
- $6,148
- Net increase / (decrease)
- $71,198
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.