Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing Plan — Form 5500 plan (Wermer, Rogers, Doran & Ruzon, LLC)
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, Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing Plan is a benefit plan reported by Wermer, Rogers, Doran & Ruzon, LLC under EIN 36-2416552 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $5,231,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wermer, Rogers, Doran & Ruzon, LLC
- EIN
- 36-2416552
- Plan number
- 001
- Plan type
- 2
- Location
- Joliet, IL
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $5,231,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240909105109NAL0009014802001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,231,168
- Net assets (EOY)
- $5,231,168
- Net assets (BOY)
- $4,683,893
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $69,546
- Total income / additions
- $839,666
Expenses & distributions
- Benefits paid
- $257,326
- Administrative expenses
- $31,361
- Total expenses
- $292,391
- Net increase / (decrease)
- $547,275
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.