2023 Form 5500 filing — Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing 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 20240909105109NAL0009014802001) for Wermer, Rogers, Doran & Ruzon 401(K) Profit Sharing Plan, reported by Wermer, Rogers, Doran & Ruzon, LLC under EIN 36-2416552 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240909105109NAL0009014802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wermer, Rogers, Doran & Ruzon, LLC
- EIN
- 36-2416552
- Plan number
- 001
- Location
- Joliet, IL
- Participants
- 27
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,231,168
- Net assets (EOY)
- $5,231,168
- Employer contributions
- $100,000
- Participant contributions
- $69,546
- Total income / additions
- $839,666
- Benefits paid
- $257,326
- Administrative expenses
- $31,361
- Total expenses
- $292,391
- Net increase / (decrease)
- $547,275
- Schedule source
- Schedule I