Rjb Asset Management, Inc. 401k Profit Sharing Plan — Form 5500 plan (Rjb Asset Management, Inc.)
Plain-English plan 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, Rjb Asset Management, Inc. 401k Profit Sharing Plan is a benefit plan reported by Rjb Asset Management, Inc. under EIN 27-2787606 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $140,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rjb Asset Management, Inc.
- EIN
- 27-2787606
- Plan number
- 001
- Plan type
- 2
- Location
- Chehalis, WA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $140,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240911173335NAL0012456368001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $140,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,614
- Net assets (BOY)
- $153,579
Income & contributions
- Employer contributions
- $5,750
- Participant contributions
- $17,250
- Total income / additions
- -$12,965
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$12,965
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.