2023 Form 5500 filing — Roberts Coaching Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240212104702NAL0076744002001) for Roberts Coaching Inc. Retirement Plan, reported by Roberts Coaching Inc. under EIN 88-4060329 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240212104702NAL0076744002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Coaching Inc.
- EIN
- 88-4060329
- Plan number
- 001
- Location
- Citrus Heights, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,709
- Net assets (EOY)
- $96,709
- Employer contributions
- $1,000
- Total income / additions
- -$207,220
- Total expenses
- $0
- Net increase / (decrease)
- -$207,220
- Schedule source
- Schedule I