Polly Rogers Inc 401k Profit Sharing Plan — Form 5500 plan (Polly Rogers Inc)
Plain-English plan 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, Polly Rogers Inc 401k Profit Sharing Plan is a benefit plan reported by Polly Rogers Inc under EIN 20-4044037 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $451,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polly Rogers Inc
- EIN
- 20-4044037
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $451,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240628114429NAL0001091010001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $451,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $451,787
- Net assets (BOY)
- $433,957
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $17,830
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $17,830
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.