Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ted Todd 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, Ted Todd Insurance Agency, Inc.401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ted Todd Insurance Agency, Inc. under EIN 65-0537928 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $1,023,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ted Todd Insurance Agency, Inc.
- EIN
- 65-0537928
- Plan number
- 001
- Plan type
- 2
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $1,023,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H | 20241017073433NAL0018393619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,023,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,023,992
- Net assets (BOY)
- $996,389
Income & contributions
- Employer contributions
- $56,600
- Participant contributions
- $128,317
- Total contributions
- $186,845
- Total income / additions
- $343,236
Expenses & distributions
- Benefits paid
- $315,408
- Administrative expenses
- $225
- Total expenses
- $315,633
- Net increase / (decrease)
- $27,603
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.