2023 Form 5500 filing — Rosebud Insurance Agency Inc 401(K) 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 20240731155918NAL0014517763001) for Rosebud Insurance Agency Inc 401(K) Plan, reported by Rosebud Insurance Agency Inc under EIN 85-3053114 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731155918NAL0014517763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosebud Insurance Agency Inc
- EIN
- 85-3053114
- Plan number
- 001
- Location
- Commack, NY
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $303,414
- Net assets (EOY)
- $303,414
- Total income / additions
- $189,394
- Total expenses
- $345
- Net increase / (decrease)
- $189,049
- Schedule source
- Schedule I