E-Telequote Insurance 401k Plan — Form 5500 plan (E-Telequote Insurance, 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, E-Telequote Insurance 401k Plan is a benefit plan reported by E-Telequote Insurance, Inc. under EIN 20-2312336 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $3,792,227 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.8MPlan net assets, end of year$3,792,227
Participants478Covered participants reported
Assets / participant$7.9KComputed: assets ÷ participants$7,934 (computed)
Provider compensation$13.5K1 Schedule C provider row(s)$13,533
- Plan sponsor
- E-Telequote Insurance, Inc.
- EIN
- 20-2312336
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241001112419NAL0003935475001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,792,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,792,227
- Net assets (BOY)
- $2,769,420
Income & contributions
- Employer contributions
- $302,483
- Participant contributions
- $605,476
- Total contributions
- $908,102
- Total income / additions
- $1,467,226
Expenses & distributions
- Benefits paid
- $430,886
- Administrative expenses
- $13,533
- Total expenses
- $444,419
- Net increase / (decrease)
- $1,022,807
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $13,533 | $0 | 2023 |