Rolls Anderson & Rolls Profit Sharing Plan — Form 5500 plan (Rolls Anderson & Rolls)
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, Rolls Anderson & Rolls Profit Sharing Plan is a benefit plan reported by Rolls Anderson & Rolls under EIN 94-2197121 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $9,884,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolls Anderson & Rolls
- EIN
- 94-2197121
- Plan number
- 001
- Plan type
- 2
- Location
- Chico, CA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $9,884,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240229173931NAL0019531792001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,884,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,884,255
- Net assets (BOY)
- $8,752,209
Income & contributions
- Employer contributions
- $275,053
- Total income / additions
- $1,333,184
Expenses & distributions
- Benefits paid
- $158,960
- Administrative expenses
- $42,178
- Total expenses
- $201,138
- Net increase / (decrease)
- $1,132,046
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.