Morris Rothenberg & Son, Inc. Profit Sharing Plan — Form 5500 plan (Morris Rothenberg & Son, Inc.)
Plain-English plan 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, Morris Rothenberg & Son, Inc. Profit Sharing Plan is a benefit plan reported by Morris Rothenberg & Son, Inc. under EIN 11-2205667 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $30,052,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris Rothenberg & Son, Inc.
- EIN
- 11-2205667
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $30,052,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241002131955NAL0008309201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,052,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,052,958
- Net assets (BOY)
- $25,694,916
Income & contributions
- Employer contributions
- $1,703,018
- Participant contributions
- $412,262
- Total contributions
- $2,122,074
- Total income / additions
- $6,457,209
Expenses & distributions
- Benefits paid
- $2,080,188
- Administrative expenses
- $45,437
- Total expenses
- $2,099,167
- Net increase / (decrease)
- $4,358,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Held Kranzler Mccosker & Pulice | ACCOUNTANT/AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $15,454 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,483 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morris Rothenberg & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Held Kranzler Mccosker & Pulice — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation