Lewis Roca Rothgerber Christie Llp Retirement Plan B — Form 5500 plan (Lewis Roca Rothgerber Christie 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, Lewis Roca Rothgerber Christie Llp Retirement Plan B is a benefit plan reported by Lewis Roca Rothgerber Christie Llp under EIN 86-0095078 and plan number 003. The latest loaded filing year is 2023. The filing reports 301 participants and $91,704,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Roca Rothgerber Christie Llp
- EIN
- 86-0095078
- Plan number
- 003
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $91,704,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20240923133935NAL0006669107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,704,693
- Net assets (EOY)
- $91,704,693
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $3,267,408
- Participant contributions
- $1,805,591
- Total contributions
- $5,119,493
- Total income / additions
- $13,216,747
Expenses & distributions
- Benefits paid
- $11,082,650
- Administrative expenses
- $11,483
- Total expenses
- $11,094,133
- Net increase / (decrease)
- $2,122,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dorsett, Christopher Robert | NONE | $10,949 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $9 | $0 | 2023 |