Rohan & Harper, P. C. 401(K) Plan — Form 5500 plan (Rohan & Harper, P.C.)
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, Rohan & Harper, P. C. 401(K) Plan is a benefit plan reported by Rohan & Harper, P.C. under EIN 16-1170103 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $4,295,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rohan & Harper, P.C.
- EIN
- 16-1170103
- Plan number
- 003
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $4,295,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241015091904NAL0056759666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,295,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,295,288
- Net assets (BOY)
- $6,663,304
Income & contributions
- Employer contributions
- $226,207
- Participant contributions
- $501,073
- Total contributions
- $755,524
- Total income / additions
- $1,268,645
Expenses & distributions
- Benefits paid
- $3,626,842
- Administrative expenses
- $9,819
- Total expenses
- $3,636,661
- Net increase / (decrease)
- -$2,368,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sandhill Capital Partners LLC | INVESTMENT ADVISOR | $15,599 | not reported in the loaded dataset | 2023 |
| Pps Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $1,197 | $1,379 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $390 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rohan & Harper, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Sandhill Capital Partners LLC — Schedule C compensation
- Pps Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation