Phelan Insurance Agency, Inc. 401(K) Retirement Saving Plan — Form 5500 plan (Phelan 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, Phelan Insurance Agency, Inc. 401(K) Retirement Saving Plan is a benefit plan reported by Phelan Insurance Agency, Inc. under EIN 34-0900043 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $7,694,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phelan Insurance Agency, Inc.
- EIN
- 34-0900043
- Plan number
- 001
- Plan type
- 2
- Location
- Versailles, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240520100950NAL0002077730001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,694,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,694,331
- Net assets (BOY)
- $6,752,296
Income & contributions
- Employer contributions
- $85,834
- Participant contributions
- $290,137
- Total income / additions
- $1,631,960
Expenses & distributions
- Benefits paid
- $676,823
- Administrative expenses
- $13,102
- Total expenses
- $689,925
- Net increase / (decrease)
- $942,035
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.