Roberts Coaching Inc. Retirement Plan — Form 5500 plan (Roberts Coaching 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, Roberts Coaching Inc. Retirement Plan is a benefit plan reported by Roberts Coaching Inc. under EIN 88-4060329 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $96,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts Coaching Inc.
- EIN
- 88-4060329
- Plan number
- 001
- Plan type
- 2
- Location
- Citrus Heights, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $96,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240212104702NAL0076744002001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $96,709
- Net assets (EOY)
- $96,709
- Net assets (BOY)
- $303,929
Income & contributions
- Employer contributions
- $1,000
- Total income / additions
- -$207,220
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$207,220
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.