Josephine Desiderio Individual 401(K) Plan — Form 5500 plan (Somerset Solutions, 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, Josephine Desiderio Individual 401(K) Plan is a benefit plan reported by Somerset Solutions, LLC under EIN 82-4339313 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $566,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Somerset Solutions, LLC
- EIN
- 82-4339313
- Plan number
- 001
- Plan type
- 2
- Location
- Brunswick, OH
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $566,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240919091609NAL0005677409005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $566,959
- Net assets (EOY)
- $566,959
- Net assets (BOY)
- $527,316
Income & contributions
- Participant contributions
- $2,500
- Total income / additions
- $39,643
Expenses & distributions
- Net increase / (decrease)
- $39,643
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.