How many benefit plans does Roots Management Group, LLC report on Form 5500?

Roots Management Group, LLC (EIN 87-0855596) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Roots Management Group, LLC?

The Employer Identification Number (EIN) reported for Roots Management Group, LLC is 87-0855596.

What is the latest Form 5500 filing year for Roots Management Group, LLC?

The latest loaded Form 5500 filing year for Roots Management Group, LLC is 2023.

Roots Management Group, LLC — 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, Roots Management Group, LLC (EIN 87-0855596) is a plan sponsor located in Addison, TX 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: 87-0855596
Location: Addison, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $2,799,565
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $2,799,565

Contributions & income

Employer contributions: $554,568
Participant contributions: $1,215,352
Total income / additions: $2,170,533

Expenses & distributions

Benefits paid / distributions: $424,189
Total expenses: $493,173
Net increase / (decrease): $1,677,360

Coverage

Total reported participants: 1,398
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Roots Management Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Roots Management Group 401(K) Plan	001	829	$2,799,565	2023
Roots Management Group, LLC Employee Health And Welfare Plan	501	569	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roots Management Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	Roots Management Group, LLC Employee Health And Welfare Plan	569	—	20241227102711NAL0013875185001
2023	Roots Management Group 401(K) Plan	829	H, C	20260331163553NAL0000282001001