Plan5500

Roxanne-Sotano, 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, Roxanne-Sotano, Inc. (EIN 94-3212077) is a plan sponsor located in San Francisco, 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
94-3212077
Location
San Francisco, 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 Roxanne-Sotano, Inc.

  • 1 loaded plans hold $315.5K in reported assets.
  • The largest, Roxanne-Sotano, Inc. Health And Welfare Plan, holds 100% of this company's reported plan assets.
  • Plans cover 93 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$315.5KSummed across loaded plans$315,547
Total reported assets$315.5K$315,547
Total reported participants93
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$315.5K total assets
Net assets$315.5KLiabilities—
Contributions & income
Employer contributions$89.2K
Participant contributionsNot reported
Total income / additions$89.2K
Expenses & distributions
Benefits paid / distributions$17.3K
Total expenses$27.7K
Net increase / (decrease)$61.5K

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%Roxanne-Sotano, Inc. Health And Welfare Plan
Participants per plan93Average 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
    Roxanne-Sotano, Inc. Health And Welfare Plan$315.5K
    Plan #505 · 93 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roxanne-Sotano, Inc.. Open one for its full reported snapshot.

  1. 2023
    Roxanne-Sotano, Inc. Health And Welfare Plan93 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roxanne-Sotano, Inc. report on Form 5500?
Roxanne-Sotano, Inc. (EIN 94-3212077) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roxanne-Sotano, Inc.?
The Employer Identification Number (EIN) reported for Roxanne-Sotano, Inc. is 94-3212077.
What is the latest Form 5500 filing year for Roxanne-Sotano, Inc.?
The latest loaded Form 5500 filing year for Roxanne-Sotano, Inc. is 2023.

Related Form 5500 pages