2023 Form 5500 filing — Roman 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 20241015105205NAL0014432963001) for Roman 401(K) Plan, reported by Roman Health Ventures, Inc. under EIN 82-1285516 and plan number 001. It reports 818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.6MReported net assets$30,584,937
Participants818
Provider compensation$129.4K2 Schedule C row(s)$129,436
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105205NAL0014432963001
- Plan sponsor
- Roman Health Ventures, Inc.
- EIN
- 82-1285516
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.6M total assets
Net assets$30.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,584,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,584,937
- Employer contributions
- $2,872,749
- Participant contributions
- $5,732,594
- Total income / additions
- $14,099,384
- Benefits paid
- $3,874,814
- Administrative expenses
- $129,434
- Total expenses
- $4,035,150
- Net increase / (decrease)
- $10,064,234
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $83,265 | not reported in the loaded dataset |
| Sequoia Benefits LLC | RECORDKEEPER | $46,171 | not reported in the loaded dataset |