2023 Form 5500 filing — Linda Rogers & Associates 401(K) 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 20241015195010NAL0051139968001) for Linda Rogers & Associates 401(K) Plan, reported by Linda Rogers & Associates under EIN 33-0619022 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015195010NAL0051139968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linda Rogers & Associates
- EIN
- 33-0619022
- Plan number
- 001
- Location
- Laguna Hills, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $936,171
- Net assets (EOY)
- $936,171
- Employer contributions
- $41,568
- Total income / additions
- $145,486
- Administrative expenses
- $7,026
- Total expenses
- $7,026
- Net increase / (decrease)
- $138,460
- Schedule source
- Schedule I