2023 Form 5500 filing — Roland Agency 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 20241001095032NAL0003170099001) for Roland Agency Retirement Plan, reported by Roland Agency, Inc. under EIN 82-0639318 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$275KReported net assets$275,000
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241001095032NAL0003170099001
- Plan sponsor
- Roland Agency, Inc.
- EIN
- 82-0639318
- Plan number
- 001
- Location
- Apex, NC
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$275K total assets
Net assets$275KLiabilities—
Full reported line items
- Total assets (EOY)
- $275,000
- Net assets (EOY)
- $275,000
- Total income / additions
- $15,000
- Total expenses
- $0
- Net increase / (decrease)
- $15,000