Roman Eagle 401(K) Plan — Form 5500 plan (Roman Eagle Rehabilitation And Health Care Center, 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, Roman Eagle 401(K) Plan is a benefit plan reported by Roman Eagle Rehabilitation And Health Care Center, Inc. under EIN 54-0619813 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $6,073,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roman Eagle Rehabilitation And Health Care Center, Inc.
EIN
54-0619813
Plan number
002
Plan type
2
Location
Danville, VA
Latest filing year
2023
Participants
319
End-of-year plan assets
$6,073,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241010142349NAL0010129747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,073,203
Total liabilities (EOY)
$0
Net assets (EOY)
$6,073,203
Net assets (BOY)
$5,026,315

Income & contributions

Employer contributions
$71,025
Participant contributions
$370,091
Total contributions
$510,764
Total income / additions
$1,377,492

Expenses & distributions

Benefits paid
$293,258
Administrative expenses
$37,346
Total expenses
$330,604
Net increase / (decrease)
$1,046,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, IncNONE$20,590not reported in the loaded dataset2023
Securian Financial ServsNONE$16,271not reported in the loaded dataset2023
Cetera Advisor NetworksNONE$5,320not reported in the loaded dataset2023

Related Form 5500 pages