Florida Insurance, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Florida 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, Florida Insurance, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Florida Insurance, Inc. under EIN 65-0418043 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,002,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Insurance, Inc.
- EIN
- 65-0418043
- Plan number
- 001
- Plan type
- 2
- Location
- Dunedin, FL
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $1,002,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240910131032NAL0006898737001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,002,500
- Total liabilities (EOY)
- $157
- Net assets (EOY)
- $1,002,343
- Net assets (BOY)
- $860,362
Income & contributions
- Employer contributions
- $18,748
- Participant contributions
- $23,435
- Total income / additions
- $200,678
Expenses & distributions
- Benefits paid
- $70,037
- Administrative expenses
- $3,730
- Total expenses
- $73,767
- Net increase / (decrease)
- $126,911
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.