Roethe Pope Roethe Llp Profit Sharing Plan — Form 5500 plan (Roethe Pope Roethe Llp)
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, Roethe Pope Roethe Llp Profit Sharing Plan is a benefit plan reported by Roethe Pope Roethe Llp under EIN 39-0966978 and plan number 002. The latest loaded filing year is 2023. The filing reports 10 participants and $6,416,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roethe Pope Roethe Llp
- EIN
- 39-0966978
- Plan number
- 002
- Plan type
- 2
- Location
- Edgerton, WI
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $6,416,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240319151735NAL0001210688001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,416,468
- Net assets (EOY)
- $6,416,468
- Net assets (BOY)
- $5,052,522
Income & contributions
- Employer contributions
- $21,807
- Participant contributions
- $54,400
- Total income / additions
- $1,565,008
Expenses & distributions
- Benefits paid
- $175,000
- Administrative expenses
- $26,062
- Total expenses
- $201,062
- Net increase / (decrease)
- $1,363,946
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.