2023 Form 5500 filing — Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(K) Plans
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 20241003101117NAL0004772867001) for Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(K) Plans, reported by Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation under EIN 95-3378600 and plan number 001. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101117NAL0004772867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation
- EIN
- 95-3378600
- Plan number
- 001
- Location
- Cerritos, CA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,589,770
- Net assets (EOY)
- $226,589,770
- Employer contributions
- $7,400,325
- Participant contributions
- $4,754,099
- Total income / additions
- $47,241,581
- Benefits paid
- $8,099,061
- Administrative expenses
- $27,628
- Total expenses
- $8,133,361
- Net increase / (decrease)
- $39,108,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alphapoint, Inc. | NONE | $15,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $12,703 | not reported in the loaded dataset |