2023 Form 5500 filing — Roesling Nakamura Terada Architects, Inc. 401(K) 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 20240911103409NAL0004181491003) for Roesling Nakamura Terada Architects, Inc. 401(K) Plan, reported by Roesling Nakamura Terada Architects, Inc. under EIN 33-0267288 and plan number 001. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,566,357
Participants74
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240911103409NAL0004181491003
Plan sponsor
Roesling Nakamura Terada Architects, Inc.
EIN
33-0267288
Plan number
001
Location
San Diego, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities
Money in vs. money out
Total income / additions$877.5K
Total expenses$115.9K
Benefits paid / distributions$102.4K
Contributions
Employer$95.5K
Participant$169.8K
Full reported line items
Total assets (EOY)
$4,566,357
Net assets (EOY)
$4,566,357
Employer contributions
$95,460
Participant contributions
$169,829
Total income / additions
$877,513
Benefits paid
$102,444
Administrative expenses
$13,431
Total expenses
$115,875
Net increase / (decrease)
$761,638

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911103409NAL0004181491003 cover?
It is the 2023 Form 5500 filing for Roesling Nakamura Terada Architects, Inc. 401(K) Plan, reported by Roesling Nakamura Terada Architects, Inc. (EIN 33-0267288).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages