2023 Form 5500 filing — Rjb Morning Star & Associates 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 20241014084643NAL0025752817001) for Rjb Morning Star & Associates Inc. Retirement Plan, reported by Rjb Morning Star & Associates Inc. under EIN 80-3031156 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014084643NAL0025752817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rjb Morning Star & Associates Inc.
- EIN
- 80-3031156
- Plan number
- 001
- Location
- Commerce Township, MI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,000
- Net assets (EOY)
- $500,000
- Total income / additions
- $500,030
- Administrative expenses
- $30
- Total expenses
- $30
- Net increase / (decrease)
- $500,000
- Schedule source
- Schedule I