2023 Form 5500 filing — Roma Limited, 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 20241009144528NAL0031604880001) for Roma Limited, Inc. Retirement Plan, reported by Roma Limited Inc under EIN 66-0452933 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$454.7KReported net assets$454,680
Participants27
Provider compensation$15.3K3 Schedule C row(s)$15,273
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009144528NAL0031604880001
- Plan sponsor
- Roma Limited Inc
- EIN
- 66-0452933
- Plan number
- 002
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
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)$454.7K total assets
Net assets$454.7KLiabilities$0
Full reported line items
- Total assets (EOY)
- $454,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,680
- Employer contributions
- $4,278
- Participant contributions
- $16,093
- Total income / additions
- $85,956
- Benefits paid
- $0
- Administrative expenses
- $13,067
- Total expenses
- $13,067
- Net increase / (decrease)
- $72,889
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,057 | $0 |
| Oriental Bank & Trust | TRUSTEE | $3,010 | not reported in the loaded dataset |
| Crs Cpa Psc | CONTRACT ADMIN | $206 | not reported in the loaded dataset |