The Roetzel & Andress 401(K) Plan — Form 5500 plan (Roetzel & Andress, L.P.A.)
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, The Roetzel & Andress 401(K) Plan is a benefit plan reported by Roetzel & Andress, L.P.A. under EIN 34-1245415 and plan number 002. The latest loaded filing year is 2023. The filing reports 420 participants and $106,932,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roetzel & Andress, L.P.A.
- EIN
- 34-1245415
- Plan number
- 002
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 420
- End-of-year plan assets
- $106,932,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 420 | H, C | 20240925122342NAL0005443283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,932,757
- Net assets (EOY)
- $106,932,757
- Net assets (BOY)
- $91,623,827
Income & contributions
- Employer contributions
- $2,081,964
- Participant contributions
- $3,867,717
- Total contributions
- $6,107,866
- Total income / additions
- $22,177,051
Expenses & distributions
- Benefits paid
- $6,761,691
- Administrative expenses
- $106,430
- Total expenses
- $6,868,121
- Net increase / (decrease)
- $15,308,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,391 | not reported in the loaded dataset | 2023 |
| Enza Financial LLC | NONE | $38,680 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $188 | $15 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roetzel & Andress, L.P.A.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Enza Financial LLC — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation