2023 Form 5500 filing — Royce Phillips Investments, Inc. 401(K) 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 20241119194506NAL0006589778001) for Royce Phillips Investments, Inc. 401(K) Profit Sharing Plan, reported by Royce Phillips Investments, Inc. under EIN 81-4884747 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241119194506NAL0006589778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royce Phillips Investments, Inc.
- EIN
- 81-4884747
- Plan number
- 001
- Location
- Seabrook, TX
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $490,900
- Net assets (EOY)
- $490,900
- Total income / additions
- -$20,606
- Benefits paid
- $36,000
- Total expenses
- $36,000
- Net increase / (decrease)
- -$56,606
- Schedule source
- Schedule I