2023 Form 5500 filing — Roth And Spellman Llp Employee'S 401k 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 20240903134505NAL0038906466001) for Roth And Spellman Llp Employee'S 401k Plan, reported by Roth & Spellman Llp under EIN 22-3213535 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240903134505NAL0038906466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roth & Spellman Llp
- EIN
- 22-3213535
- Plan number
- 002
- Location
- New Milford, NJ
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,930,709
- Net assets (EOY)
- $2,930,709
- Participant contributions
- $71,940
- Total income / additions
- $584,702
- Benefits paid
- $32,900
- Total expenses
- $33,090
- Net increase / (decrease)
- $551,612
- Schedule source
- Schedule I