Rjb Morning Star & Associates Inc. Retirement Plan — Form 5500 plan (Rjb Morning Star & Associates 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 Morning Star & Associates Inc. Retirement Plan is a benefit plan reported by Rjb Morning Star & Associates Inc. under EIN 80-3031156 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $500,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rjb Morning Star & Associates Inc.
- EIN
- 80-3031156
- Plan number
- 001
- Plan type
- 2
- Location
- Commerce Township, MI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $500,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241014084643NAL0025752817001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $500,000
- Net assets (EOY)
- $500,000
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $500,030
Expenses & distributions
- Administrative expenses
- $30
- Total expenses
- $30
- Net increase / (decrease)
- $500,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.