How big is Integrated Insurance Agency, Inc.'s plan?

Integrated Insurance Agency, Inc.'s plan reported $331K in assets and 2 participants for 2023.

Original filing (PDF)20240725162042NAL0024704048001

Integrated Insurance Agency, Inc.

Name: Integrated Insurance Agency, Inc. — IIA Profit, Form 5500 (2023)
Creator: Integrated Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IIA Profit Sharing Plan

Defined-contribution retirement plan · Integrated Insurance Agency, Inc.'s IIA Profit Sharing Plan held $331K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

People on this filing

Thomas Podgurski signed Integrated Insurance Agency, Inc.'s 2023 Form 5500 as plan administrator.

Thomas Podgurski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Integrated Insurance Agency, Inc.'s EIN is 11-2809749.

EIN 11-2809749

Plan number 002

Plan year 2023

ACK ID 20240725162042NAL0024704048001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Integrated Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Integrated Insurance Agency, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED INSURANCE AGENCY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score