2023 Form 5500 filing — Rolls Anderson & Rolls Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240229173931NAL0019531792001) for Rolls Anderson & Rolls Profit Sharing Plan, reported by Rolls Anderson & Rolls under EIN 94-2197121 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240229173931NAL0019531792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rolls Anderson & Rolls
- EIN
- 94-2197121
- Plan number
- 001
- Location
- Chico, CA
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,884,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,884,255
- Employer contributions
- $275,053
- Total income / additions
- $1,333,184
- Benefits paid
- $158,960
- Administrative expenses
- $42,178
- Total expenses
- $201,138
- Net increase / (decrease)
- $1,132,046
- Schedule source
- Schedule I