Roesling Nakamura Terada Architects, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Roesling Nakamura Terada Architects, Inc. (EIN 33-0267288) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0267288
Location
San Diego, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Roesling Nakamura Terada Architects, Inc.

  • 1 loaded plans hold $4.6M in reported assets.
  • The largest, Roesling Nakamura Terada Architects, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 74 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,566,357
Total reported assets$4.6M$4,566,357
Total reported participants74
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities
Contributions & income
Employer contributions$95.5K
Participant contributions$169.8K
Total income / additions$877.5K
Expenses & distributions
Benefits paid / distributions$102.4K
Total expenses$115.9K
Net increase / (decrease)$761.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Roesling Nakamura Terada Architects, Inc. 401(K) Plan
Participants per plan74Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 74 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roesling Nakamura Terada Architects, Inc.. Open one for its full reported snapshot.

  1. 2023
    Roesling Nakamura Terada Architects, Inc. 401(K) Plan74 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roesling Nakamura Terada Architects, Inc. report on Form 5500?
Roesling Nakamura Terada Architects, Inc. (EIN 33-0267288) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roesling Nakamura Terada Architects, Inc.?
The Employer Identification Number (EIN) reported for Roesling Nakamura Terada Architects, Inc. is 33-0267288.
What is the latest Form 5500 filing year for Roesling Nakamura Terada Architects, Inc.?
The latest loaded Form 5500 filing year for Roesling Nakamura Terada Architects, Inc. is 2023.

Related Form 5500 pages