2023 Form 5500 filing — Rothwell, Figg, Ernst & Manbeck 401(K) Profit Sharing 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 20250919162741NAL0003332000001) for Rothwell, Figg, Ernst & Manbeck 401(K) Profit Sharing Plan, reported by Rothwell, Figg, Ernst & Manbeck, P.C. under EIN 52-1101097 and plan number 002. It reports 127 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)$63.6MReported net assets$63,623,924

Participants127

Provider compensation$9.8K4 Schedule C row(s)$9,776

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250919162741NAL0003332000001
Plan sponsor: Rothwell, Figg, Ernst & Manbeck, P.C.
EIN: 52-1101097
Plan number: 002
Location: Washington, DC
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)$63.6M total assets

Net assets$63.6MLiabilities$0

Money in vs. money out

Total income / additions$16.4M

Total expenses$3.5M

Benefits paid / distributions$3.5M

Contributions

Employer$850.8K

Participant$1.3M

Full reported line items

Total assets (EOY): $63,623,924
Total liabilities (EOY): $0
Net assets (EOY): $63,623,924
Employer contributions: $850,848
Participant contributions: $1,311,476
Total income / additions: $16,422,386
Benefits paid: $3,482,089
Administrative expenses: $38,656
Total expenses: $3,527,920
Net increase / (decrease): $12,894,466

Schedule C

Reported service provider compensation

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

1
Morningstar$4K
SERVICE PROVIDER · Direct $0 · Indirect $4K
2
The Fiduciary Studio$3.5K
SERVICE PROVIDER · Direct $3.5K · Indirect $0
3
Definiti, LLC$2.2K
THIRD PARTY ADMINISTRATO · Direct $2.2K · Indirect $0
4
Voya Retirement Insurance And Annui$0
SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250919162741NAL0003332000001 cover?: It is the 2023 Form 5500 filing for Rothwell, Figg, Ernst & Manbeck 401(K) Profit Sharing Plan, reported by Rothwell, Figg, Ernst & Manbeck, P.C. (EIN 52-1101097).
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).