Douglas R Roeca Profit Sharing Plan — Form 5500 plan (Douglas R Roeca)
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, Douglas R Roeca Profit Sharing Plan is a benefit plan reported by Douglas R Roeca under EIN 94-2839166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $946,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Douglas R Roeca
- EIN
- 94-2839166
- Plan number
- 001
- Plan type
- 2
- Location
- Placerville, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $946,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240909131727NAL0007803600001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $946,586
- Net assets (EOY)
- $946,586
- Net assets (BOY)
- $853,587
Income & contributions
- Employer contributions
- $38,638
- Total income / additions
- $92,999
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $92,999
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.