2023 Form 5500 filing — Robert L Samse Multiline Insurance Agency
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 20240716144355NAL0001868531001) for Robert L Samse Multiline Insurance Agency, reported by Robert L Samse Multiline Insurance Agency under EIN 39-1638716 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240716144355NAL0001868531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert L Samse Multiline Insurance Agency
- EIN
- 39-1638716
- Plan number
- 001
- Location
- Cedarburg, WI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $673,482
- Net assets (EOY)
- $673,482
- Employer contributions
- $68,649
- Total income / additions
- $175,543
- Administrative expenses
- $62
- Total expenses
- $62
- Net increase / (decrease)
- $175,481
- Schedule source
- Schedule I