2023 Form 5500 filing — Tom Romano Insurance Agency, Inc. 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 20240930174833NAL0009971760001) for Tom Romano Insurance Agency, Inc. Profit Sharing Plan, reported by Tom Romano Insurance Agency, Inc. under EIN 95-3439607 and plan number 003. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930174833NAL0009971760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tom Romano Insurance Agency, Inc.
- EIN
- 95-3439607
- Plan number
- 003
- Location
- Alhambra, CA
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,645,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,645,466
- Employer contributions
- $50,000
- Total income / additions
- $460,264
- Benefits paid
- $88,000
- Total expenses
- $92,536
- Net increase / (decrease)
- $367,728
- Schedule source
- Schedule I