1949 Investments Retirement Plan — Form 5500 plan (1949 Investments 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, 1949 Investments Retirement Plan is a benefit plan reported by 1949 Investments Inc. under EIN 85-1220940 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $260,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1949 Investments Inc.
- EIN
- 85-1220940
- Plan number
- 001
- Plan type
- 2
- Location
- Sierra Vista, AZ
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $260,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240322085416NAL0009259730001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $260,000
- Net assets (EOY)
- $260,000
- Net assets (BOY)
- $250,000
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $10,000
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $10,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.