American Hardware & Lumber Insurance Agency Inc — Form 5500 plan (American Hardware & Lumber 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, American Hardware & Lumber Insurance Agency Inc is a benefit plan reported by American Hardware & Lumber Insurance Agency Inc. under EIN 36-2964176 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $4,518,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Hardware & Lumber Insurance Agency Inc.
EIN
36-2964176
Plan number
001
Plan type
2
Location
Barrington, IL
Latest filing year
2023
Participants
48
End-of-year plan assets
$4,518,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348I20240718120902NAL0005492481001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,518,640
Total liabilities (EOY)
$0
Net assets (EOY)
$4,518,640
Net assets (BOY)
$3,552,408

Income & contributions

Employer contributions
$123,441
Participant contributions
$198,719
Total income / additions
$1,103,664

Expenses & distributions

Benefits paid
$125,453
Administrative expenses
$11,979
Total expenses
$137,432
Net increase / (decrease)
$966,232

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages