Plan5500

Roma Limited, Inc. Retirement Plan — Form 5500 plan (Roma Limited 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, Roma Limited, Inc. Retirement Plan is a benefit plan reported by Roma Limited Inc under EIN 66-0452933 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $454,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roma Limited Inc
EIN
66-0452933
Plan number
002
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
27
End-of-year plan assets
$454,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327I, C20241009144528NAL0031604880001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$454,680
Total liabilities (EOY)
$0
Net assets (EOY)
$454,680
Net assets (BOY)
$381,791

Income & contributions

Employer contributions
$4,278
Participant contributions
$16,093
Total income / additions
$85,956

Expenses & distributions

Benefits paid
$0
Administrative expenses
$13,067
Total expenses
$13,067
Net increase / (decrease)
$72,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$12,057$02023
Oriental Bank & TrustTRUSTEE$3,010not reported in the loaded dataset2023
Crs Cpa PscCONTRACT ADMIN$206not reported in the loaded dataset2023

Related Form 5500 pages