2023 Form 5500 filing — Rogers Townsend LLC Retirement 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 20241022115714NAL0001882611001) for Rogers Townsend LLC Retirement Plan, reported by Rogers Townsend LLC under EIN 84-3950218 and plan number 001. It reports 115 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)$14.9MReported net assets$14,873,573

Participants115

Provider compensation$132.6K5 Schedule C row(s)$132,600

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241022115714NAL0001882611001
Plan sponsor: Rogers Townsend LLC
EIN: 84-3950218
Plan number: 001
Location: Columbia, SC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$14.9M total assets

Net assets$14.9MLiabilities$0

Money in vs. money out

Total income / additions$3.2M

Total expenses$2.6M

Benefits paid / distributions$2.5M

Contributions

Employer$210K

Participant$457.5K

Full reported line items

Total assets (EOY): $14,873,573
Total liabilities (EOY): $0
Net assets (EOY): $14,873,573
Employer contributions: $209,989
Participant contributions: $457,474
Total income / additions: $3,210,504
Benefits paid: $2,508,175
Administrative expenses: $56,847
Total expenses: $2,565,022
Net increase / (decrease): $645,482

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$63.4K
RECORDKEEPER · Direct $63.4K · Indirect $0
2
Empower Annuity Insurance Company O$29.2K
RECORDKEEPER · Direct $29.2K · Indirect $0
3
Lpl Financial$20K
OTHER · Direct $20K
4
Mma Securities LLC$20K
INVESTMENT ADVISOR · Direct $20K
5
Empower Advisory Group, LLC$0
INVESTMENT MGMT · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241022115714NAL0001882611001 cover?: It is the 2023 Form 5500 filing for Rogers Townsend LLC Retirement Plan, reported by Rogers Townsend LLC (EIN 84-3950218).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).