How big is Unfold Agency, Inc.'s plan?

Unfold Agency, Inc.'s plan reported $400K in assets and 60 participants for 2023.

Original filing (PDF)20250626082138NAL0008389377001

Unfold Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Unfold Agency, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Unfold Agency, Inc.'s Unfold Agency, Inc. Profit Sharing Plan held $400K in plan assets for 60 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

Plan identifiers

Unfold Agency, Inc.'s EIN is 46-1107043.

EIN 46-1107043

Plan number 002

Plan year 2023

ACK ID 20250626082138NAL0008389377001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Unfold 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 UNFOLD AGENCY, INC..

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off