2023 Form 5500 filing — Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc.

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 20241015140417NAL0014791955001) for Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc., reported by Rock Solid Technologies, Inc. under EIN 66-0548938 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015140417NAL0014791955001
Filing year
2023
Form type
2
Plan sponsor
Rock Solid Technologies, Inc.
EIN
66-0548938
Plan number
001
Location
San Juan, PR
Participants
188
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,583,355
Total liabilities (EOY)
$0
Net assets (EOY)
$9,583,355
Employer contributions
$206,306
Participant contributions
$436,174
Total income / additions
$1,842,194
Benefits paid
$154,214
Administrative expenses
$59,514
Total expenses
$213,728
Net increase / (decrease)
$1,628,466
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$30,221$0
Commonwealth Equity Services LLCINVESTMENT ADVISOR$27,023$0
Rodriguez TorresINVESTMENT ADVISOR$12,345$0
Oriental BankTRUSTEE$7,568$0
A & A Employee Benefits ConsultingCONTRACT ADMIN$0$4,243
Wheeler Retirement Plans LLCINVESTMENT ADVISOR$3,465$0
MmlisBROKER/ADVISOR$0$2,137
Eduardo Rodriguez TorresBROKER/ADVISER$0$2,137

Related Form 5500 pages