Ross Sealy Insurance & Financi — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ross Sealy Insurance & Financi (EIN 45-4810673) is a plan sponsor located in Orlando, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4810673
Location
Orlando, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ross Sealy Insurance & Financi

  • 1 loaded plans hold $129K in reported assets.
  • The largest, Ross Sealy Insurance & Financi 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$129KSummed across loaded plans$128,976
Total reported assets$129K$128,976
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$129K total assets
Net assets$129KLiabilities$0
Contributions & income
Employer contributions$3.2K
Participant contributions$5.2K
Total income / additions$26K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$241
Net increase / (decrease)$25.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ross Sealy Insurance & Financi 401(K) Profit Sharing Plan & Trust
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ross Sealy Insurance & Financi. Open one for its full reported snapshot.

  1. 2023
    Ross Sealy Insurance & Financi 401(K) Profit Sharing Plan & Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ross Sealy Insurance & Financi report on Form 5500?
Ross Sealy Insurance & Financi (EIN 45-4810673) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ross Sealy Insurance & Financi?
The Employer Identification Number (EIN) reported for Ross Sealy Insurance & Financi is 45-4810673.
What is the latest Form 5500 filing year for Ross Sealy Insurance & Financi?
The latest loaded Form 5500 filing year for Ross Sealy Insurance & Financi is 2023.

Related Form 5500 pages