Fleming Associates Insurance Agency, Inc. Profit Sharing 401k Plan — Form 5500 plan (Fleming Associates 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, Fleming Associates Insurance Agency, Inc. Profit Sharing 401k Plan is a benefit plan reported by Fleming Associates Insurance Agency, Inc. under EIN 94-2407044 and plan number 003. The latest loaded filing year is 2023. The filing reports 5 participants and $6,000,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fleming Associates Insurance Agency, Inc.
- EIN
- 94-2407044
- Plan number
- 003
- Plan type
- 2
- Location
- Pleasant Hill, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $6,000,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250102175047NAL0002454017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,000,355
- Total liabilities (EOY)
- $500
- Net assets (EOY)
- $5,999,855
- Net assets (BOY)
- $5,354,283
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $854,733
Expenses & distributions
- Benefits paid
- $180,864
- Administrative expenses
- $28,297
- Total expenses
- $209,161
- Net increase / (decrease)
- $645,572
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.