401(k)
2024 plan-year 401(k) DOL Form 5500

Robert L Samse Multiline Insurance Agency

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Robert L Samse Multiline Insurance Agency · Wisconsin · Finance & Insurance

What the 2023 filing shows

Robert L Samse Multiline Insurance Agency holds N/A for 2 participants.

N/A
total plan assets (2024 EOY)
2
covered participants
Total Assets (2023)
N/A
Participants
2
State
Industry
Finance & Insurance

What the Filing Says About Robert L Samse Multiline Insurance Agency

Robert L Samse Multiline Insurance Agency is a 401(k) retirement plan sponsored by Robert L Samse Multiline Insurance Agency, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391638716, and the plan has been effective since 1994-10-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN391638716
Plan Effective Date1994-10-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert L Samse Multiline Insurance Agency)

Year Plans Participants Total Assets
2022 1 2 N/A
2023 1 2 N/A
2024 1 2 N/A

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Frequently Asked Questions

How much money is in the Robert L Samse Multiline Insurance Agency?
As of the 2024 Form 5500 filing, Robert L Samse Multiline Insurance Agency holds N/A in total assets with 2 participants. It is sponsored by Robert L Samse Multiline Insurance Agency.
What type of plan is Robert L Samse Multiline Insurance Agency?
Robert L Samse Multiline Insurance Agency is a 401(k) plan. It has been effective since 1994-10-20. The plan is filed with the U.S. Department of Labor under EIN 391638716.
Who sponsors the Robert L Samse Multiline Insurance Agency?
Robert L Samse Multiline Insurance Agency is sponsored by Robert L Samse Multiline Insurance Agency, located in Wisconsin. The sponsor's EIN is 391638716 and the plan operates in the Finance & Insurance industry.
How did Robert L Samse Multiline Insurance Agency perform in 2024?
Robert L Samse Multiline Insurance Agency held N/A in total assets at the end of 2024.
Where can I find official filings for Robert L Samse Multiline Insurance Agency?
Official Form 5500 filings for Robert L Samse Multiline Insurance Agency are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391638716 or plan name at efast.dol.gov.
How does Robert L Samse Multiline Insurance Agency compare to other plans?
You can compare Robert L Samse Multiline Insurance Agency against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 391638716.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.