2023 Form 5500 filing — Roy Jorgensen Associates, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910121602NAL0009918736001) for Roy Jorgensen Associates, Inc. Retirement Plan, reported by Roy Jorgensen Associates, Inc. under EIN 52-0850711 and plan number 001. It reports 1,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.9MReported net assets$31,878,289

Participants1.2K1,247

Provider compensation$56.8K2 Schedule C row(s)$56,751

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240910121602NAL0009918736001
Plan sponsor: Roy Jorgensen Associates, Inc.
EIN: 52-0850711
Plan number: 001
Location: Buckeystown, MD
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$31.9M total assets

Net assets$31.9MLiabilities$4K

Money in vs. money out

Total income / additions$8.4M

Total expenses$3.3M

Benefits paid / distributions$3.3M

Contributions

Employer$762.6K

Participant$3M

Full reported line items

Total assets (EOY): $31,882,289
Total liabilities (EOY): $4,000
Net assets (EOY): $31,878,289
Employer contributions: $762,636
Participant contributions: $2,995,312
Total income / additions: $8,369,489
Benefits paid: $3,327,209
Administrative expenses: $1,738
Total expenses: $3,335,725
Net increase / (decrease): $5,033,764

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Morgan Stanley Smith Barney$55K
ADVISOR · Direct $0 · Indirect $55K
2
Fidelity Investments Institutional$1.7K
RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910121602NAL0009918736001 cover?: It is the 2023 Form 5500 filing for Roy Jorgensen Associates, Inc. Retirement Plan, reported by Roy Jorgensen Associates, Inc. (EIN 52-0850711).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).