Oakland Insurance Agency 401(K) Profit Sharing Plan — Form 5500 plan (Oakland Insurance Agency)
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, Oakland Insurance Agency 401(K) Profit Sharing Plan is a benefit plan reported by Oakland Insurance Agency under EIN 38-3549764 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $5,343,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakland Insurance Agency
- EIN
- 38-3549764
- Plan number
- 001
- Plan type
- 2
- Location
- Clarkston, MI
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $5,343,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240524075924NAL0009963056001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,343,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,343,813
- Net assets (BOY)
- $4,208,678
Income & contributions
- Employer contributions
- $168,839
- Participant contributions
- $199,155
- Total income / additions
- $1,186,418
Expenses & distributions
- Benefits paid
- $50,321
- Administrative expenses
- $962
- Total expenses
- $51,283
- Net increase / (decrease)
- $1,135,135
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.