D. Roland Equity, Inc. 401k Profit Sharing Plan — Form 5500 plan (D. Roland Equity, 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, D. Roland Equity, Inc. 401k Profit Sharing Plan is a benefit plan reported by D. Roland Equity, Inc. under EIN 27-4013367 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $31,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D. Roland Equity, Inc.
- EIN
- 27-4013367
- Plan number
- 001
- Plan type
- 2
- Location
- Saint James, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $31,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240412121742NAL0001278419001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $31,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,876
- Net assets (BOY)
- $43,165
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$11,289
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$11,289
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.