2023 Form 5500 filing — Roethe Pope Roethe Llp Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240319151735NAL0001210688001) for Roethe Pope Roethe Llp Profit Sharing Plan, reported by Roethe Pope Roethe Llp under EIN 39-0966978 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240319151735NAL0001210688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roethe Pope Roethe Llp
- EIN
- 39-0966978
- Plan number
- 002
- Location
- Edgerton, WI
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,416,468
- Net assets (EOY)
- $6,416,468
- Employer contributions
- $21,807
- Participant contributions
- $54,400
- Total income / additions
- $1,565,008
- Benefits paid
- $175,000
- Administrative expenses
- $26,062
- Total expenses
- $201,062
- Net increase / (decrease)
- $1,363,946
- Schedule source
- Schedule I