2023 Form 5500 filing — The Roetzel & Andress 401(K) 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 20240925122342NAL0005443283001) for The Roetzel & Andress 401(K) Plan, reported by Roetzel & Andress, L.P.A. under EIN 34-1245415 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925122342NAL0005443283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roetzel & Andress, L.P.A.
- EIN
- 34-1245415
- Plan number
- 002
- Location
- Akron, OH
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,932,757
- Net assets (EOY)
- $106,932,757
- Employer contributions
- $2,081,964
- Participant contributions
- $3,867,717
- Total income / additions
- $22,177,051
- Benefits paid
- $6,761,691
- Administrative expenses
- $106,430
- Total expenses
- $6,868,121
- Net increase / (decrease)
- $15,308,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,391 | not reported in the loaded dataset |
| Enza Financial LLC | NONE | $38,680 | not reported in the loaded dataset |
| Sikich Llp | NONE | $12,250 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $188 | $15 |