2023 Form 5500 filing — Rochelle Leigh Group LLC 401(K) Profit Sharing Plan & Trust
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 20241015144458NAL0016658627001) for Rochelle Leigh Group LLC 401(K) Profit Sharing Plan & Trust, reported by Rochelle Leigh Group LLC under EIN 20-2428669 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144458NAL0016658627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochelle Leigh Group LLC
- EIN
- 20-2428669
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,608,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,608,851
- Employer contributions
- $141,196
- Participant contributions
- $256,309
- Total income / additions
- $650,836
- Benefits paid
- $210,046
- Administrative expenses
- $21,163
- Total expenses
- $231,209
- Net increase / (decrease)
- $419,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $10,779 | not reported in the loaded dataset |
| Kerberrose Wealth Management, LLC | ADVISOR | $6,532 | not reported in the loaded dataset |