Iott Insurance Agency, Inc. 401(K) Savings Plan — Form 5500 plan (Iott 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, Iott Insurance Agency, Inc. 401(K) Savings Plan is a benefit plan reported by Iott Insurance Agency, Inc. under EIN 38-1946605 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $6,913,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iott Insurance Agency, Inc.
- EIN
- 38-1946605
- Plan number
- 001
- Plan type
- 2
- Location
- Blissfield, MI
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $6,913,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240627132911NAL0011241217001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,913,218
- Total liabilities (EOY)
- $176
- Net assets (EOY)
- $6,913,042
- Net assets (BOY)
- $5,835,995
Income & contributions
- Employer contributions
- $105,717
- Participant contributions
- $205,360
- Total income / additions
- $1,515,136
Expenses & distributions
- Benefits paid
- $420,970
- Administrative expenses
- $17,119
- Total expenses
- $438,089
- Net increase / (decrease)
- $1,077,047
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.