Talone Insurance Inc Profit Sharing Plan — Form 5500 plan (Talone 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, Talone Insurance Inc Profit Sharing Plan is a benefit plan reported by Talone Insurance Inc under EIN 23-2466594 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,248,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Talone Insurance Inc
- EIN
- 23-2466594
- Plan number
- 001
- Plan type
- 2
- Location
- Collegeville, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,248,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240214111037NAL0007702083001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,248,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,248,430
- Net assets (BOY)
- $1,147,189
Income & contributions
- Employer contributions
- $7,200
- Total income / additions
- $101,241
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $101,241
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.