2023 Form 5500 filing — Roland Park Place 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 20250409102329NAL0019743857001) for Roland Park Place Retirement Plan, reported by Roland Park Place under EIN 52-1197548 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409102329NAL0019743857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roland Park Place
- EIN
- 52-1197548
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,952,060
- Total liabilities (EOY)
- $368
- Net assets (EOY)
- $6,951,692
- Employer contributions
- $215,385
- Participant contributions
- $418,568
- Total income / additions
- $1,340,440
- Benefits paid
- $1,002,274
- Administrative expenses
- $39,844
- Total expenses
- $1,042,118
- Net increase / (decrease)
- $298,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | RECORDKEEPER | $37,071 | $0 |
| Usi Securities, Inc. | BROKER/ADVISOR | $0 | $7,547 |
| Usi Consulting Group | CONTRACT ADMIN | $3,375 | $2,987 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16 | not reported in the loaded dataset |