Rosebud Insurance Agency Inc 401(K) Plan — Form 5500 plan (Rosebud Insurance Agency 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, Rosebud Insurance Agency Inc 401(K) Plan is a benefit plan reported by Rosebud Insurance Agency Inc under EIN 85-3053114 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $303,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosebud Insurance Agency Inc
- EIN
- 85-3053114
- Plan number
- 001
- Plan type
- 2
- Location
- Commack, NY
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $303,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240731155918NAL0014517763001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $303,414
- Net assets (EOY)
- $303,414
- Net assets (BOY)
- $114,365
Income & contributions
- Total income / additions
- $189,394
Expenses & distributions
- Total expenses
- $345
- Net increase / (decrease)
- $189,049
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.