Roka Akor San Francisco, LLC Health And Welfare Plan 507 — Form 5500 plan (Roka Akor San Francisco, LLC)

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, Roka Akor San Francisco, LLC Health And Welfare Plan 507 is a benefit plan reported by Roka Akor San Francisco, LLC under EIN 45-5185903 and plan number 507. The latest loaded filing year is 2023. The filing reports 85 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants85Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Roka Akor San Francisco, LLC
EIN
45-5185903
Plan number
507
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    85 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$52K
Total expenses$19.6K
Benefits paid / distributions$10.2K
Contributions
Employer$51.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$258,700

Income & contributions

Employer contributions
$51,932
Total income / additions
$51,969

Expenses & distributions

Benefits paid
$10,189
Administrative expenses
$9,399
Total expenses
$19,588
Net increase / (decrease)
$32,381
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income20%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Roka Akor San Francisco, LLC Health And Welfare Plan 507?
Roka Akor San Francisco, LLC Health And Welfare Plan 507 is reported as sponsored by Roka Akor San Francisco, LLC (EIN 45-5185903, plan number 507) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Roka Akor San Francisco, LLC Health And Welfare Plan 507?
The latest Form 5500 filing year loaded for Roka Akor San Francisco, LLC Health And Welfare Plan 507 is 2023.
How many participants does Roka Akor San Francisco, LLC Health And Welfare Plan 507 report?
Roka Akor San Francisco, LLC Health And Welfare Plan 507 reports 85 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Roka Akor San Francisco, LLC Health And Welfare Plan 507?
Roka Akor San Francisco, LLC Health And Welfare Plan 507 reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages