Linda Rogers & Associates 401(K) Plan — Form 5500 plan (Linda Rogers & Associates)
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, Linda Rogers & Associates 401(K) Plan is a benefit plan reported by Linda Rogers & Associates under EIN 33-0619022 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $936,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linda Rogers & Associates
- EIN
- 33-0619022
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $936,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241015195010NAL0051139968001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $936,171
- Net assets (EOY)
- $936,171
- Net assets (BOY)
- $797,711
Income & contributions
- Employer contributions
- $41,568
- Total income / additions
- $145,486
Expenses & distributions
- Administrative expenses
- $7,026
- Total expenses
- $7,026
- Net increase / (decrease)
- $138,460
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.