2023 Form 5500 filing — Roig Lawyers 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 20241014145103NAL0044951200001) for Roig Lawyers 401(K) Plan, reported by Roig, Rosenberg, Martin & Bellido, P.A. under EIN 65-1011119 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145103NAL0044951200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roig, Rosenberg, Martin & Bellido, P.A.
- EIN
- 65-1011119
- Plan number
- 001
- Location
- Deerfield Beach, FL
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,236,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,236,067
- Employer contributions
- $467,892
- Participant contributions
- $977,996
- Total income / additions
- $3,358,738
- Benefits paid
- $980,852
- Administrative expenses
- $22,117
- Total expenses
- $1,002,969
- Net increase / (decrease)
- $2,355,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Valley Advisor Group | SERVICE PROVIDER | $0 | $25,038 |
| The Aimpoint Group | THIRD PARTY ADMINISTRATO | $0 | $6,110 |