2023 Form 5500 filing — Roman Eagle 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 20241010142349NAL0010129747001) for Roman Eagle 401(K) Plan, reported by Roman Eagle Rehabilitation And Health Care Center, Inc. under EIN 54-0619813 and plan number 002. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142349NAL0010129747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roman Eagle Rehabilitation And Health Care Center, Inc.
- EIN
- 54-0619813
- Plan number
- 002
- Location
- Danville, VA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,073,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,073,203
- Employer contributions
- $71,025
- Participant contributions
- $370,091
- Total income / additions
- $1,377,492
- Benefits paid
- $293,258
- Administrative expenses
- $37,346
- Total expenses
- $330,604
- Net increase / (decrease)
- $1,046,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | NONE | $20,590 | not reported in the loaded dataset |
| Securian Financial Servs | NONE | $16,271 | not reported in the loaded dataset |
| Cetera Advisor Networks | NONE | $5,320 | not reported in the loaded dataset |