Other
2023 plan-year Other DOL Form 5500

Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Feingold & Feingold Insurance Agency, Inc. · Massachusetts · Finance & Insurance

What the 2023 filing shows

Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan holds N/A for 14 participants.

N/A
total plan assets (2023 EOY)
14
covered participants
Total Assets (2023)
N/A
Participants
14
Industry
Finance & Insurance

What the Filing Says About Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan

Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Feingold & Feingold Insurance Agency, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 14 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042274728, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN042274728
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Feingold & Feingold Insurance Agency, Inc.)

Year Plans Participants Total Assets
2022 1 24 N/A
2023 1 14 N/A
2024 1 15 N/A

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan holds N/A in total assets with 14 participants. It is sponsored by Feingold & Feingold Insurance Agency, Inc..
What type of plan is Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan?
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 042274728.
Who sponsors the Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan?
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan is sponsored by Feingold & Feingold Insurance Agency, Inc., located in Massachusetts. The sponsor's EIN is 042274728 and the plan operates in the Finance & Insurance industry.
How did Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan perform in 2023?
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042274728 or plan name at efast.dol.gov.
How does Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042274728.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.