Roger Sipe Cpa Firm 401(K) Retirement Savings Plan — Form 5500 plan (Roger Sipe Cpa Firm, LLC)
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, Roger Sipe Cpa Firm 401(K) Retirement Savings Plan is a benefit plan reported by Roger Sipe Cpa Firm, LLC under EIN 20-8232577 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $20,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roger Sipe Cpa Firm, LLC
- EIN
- 20-8232577
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, IN
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $20,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20241025224642NAL0000580481001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,564
- Net assets (EOY)
- $20,564
- Net assets (BOY)
- $669,326
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Benefits paid
- $648,762
- Total expenses
- $648,762
- Net increase / (decrease)
- -$648,762
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.