Robert L Samse Multiline Insurance Agency — Form 5500 plan (Robert L Samse Multiline Insurance Agency)
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, Robert L Samse Multiline Insurance Agency is a benefit plan reported by Robert L Samse Multiline Insurance Agency under EIN 39-1638716 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $673,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert L Samse Multiline Insurance Agency
- EIN
- 39-1638716
- Plan number
- 001
- Plan type
- 2
- Location
- Cedarburg, WI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $673,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240716144355NAL0001868531001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $673,482
- Net assets (EOY)
- $673,482
- Net assets (BOY)
- $498,001
Income & contributions
- Employer contributions
- $68,649
- Total income / additions
- $175,543
Expenses & distributions
- Administrative expenses
- $62
- Total expenses
- $62
- Net increase / (decrease)
- $175,481
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.