2023 Form 5500 filing — Morris Rothenberg & Son, Inc. 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 20241002131955NAL0008309201001) for Morris Rothenberg & Son, Inc. Profit Sharing Plan, reported by Morris Rothenberg & Son, Inc. under EIN 11-2205667 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131955NAL0008309201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morris Rothenberg & Son, Inc.
- EIN
- 11-2205667
- Plan number
- 001
- Location
- Ronkonkoma, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,052,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,052,958
- Employer contributions
- $1,703,018
- Participant contributions
- $412,262
- Total income / additions
- $6,457,209
- Benefits paid
- $2,080,188
- Administrative expenses
- $45,437
- Total expenses
- $2,099,167
- Net increase / (decrease)
- $4,358,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Held Kranzler Mccosker & Pulice | ACCOUNTANT/AUDITOR | $18,500 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | CONSULTANT | $15,454 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,483 | $0 |