2023 Form 5500 filing — Lewis Roca Rothgerber Christie Llp Retirement Plan A
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 20240923134402NAL0021150194001) for Lewis Roca Rothgerber Christie Llp Retirement Plan A, reported by Lewis Roca Rothgerber Christie Llp under EIN 86-0095078 and plan number 002. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923134402NAL0021150194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Roca Rothgerber Christie Llp
- EIN
- 86-0095078
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $258,153,405
- Net assets (EOY)
- $258,153,405
- Employer contributions
- $8,865,382
- Participant contributions
- $4,848,169
- Total income / additions
- $57,688,839
- Benefits paid
- $29,858,031
- Administrative expenses
- $149,545
- Total expenses
- $30,007,576
- Net increase / (decrease)
- $27,681,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aj Wealth Strategies LLC | NONE | $30,491 | not reported in the loaded dataset |
| Vanguard Group Inc | NONE | $27,228 | not reported in the loaded dataset |
| Dorsett, Christopher Robert | NONE | $24,305 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | NONE | $23,556 | not reported in the loaded dataset |
| Sage Advisory Group | NONE | $13,000 | not reported in the loaded dataset |
| Seamount Financial Group Inc. | NONE | $11,107 | not reported in the loaded dataset |
| Private Capital Management LLC | NONE | $10,510 | not reported in the loaded dataset |
| Vanguard Advisors Inc | NONE | $8,009 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,307 | $0 |