Rooney Inc. 401(K) Plan — Form 5500 plan (Rooney 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, Rooney Inc. 401(K) Plan is a benefit plan reported by Rooney Inc. under EIN 84-4847270 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $288,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rooney Inc.
- EIN
- 84-4847270
- Plan number
- 001
- Plan type
- 2
- Location
- Newberg, OR
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $288,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240808093452NAL0010477778001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $288,971
- Net assets (EOY)
- $288,971
- Net assets (BOY)
- $366,356
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$77,385
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$77,385
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.