2023 Form 5500 filing — Roma Limited, Inc. Retirement 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 20241009144528NAL0031604880001) for Roma Limited, Inc. Retirement Plan, reported by Roma Limited Inc under EIN 66-0452933 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144528NAL0031604880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roma Limited Inc
- EIN
- 66-0452933
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 27
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,680
- Employer contributions
- $4,278
- Participant contributions
- $16,093
- Total income / additions
- $85,956
- Benefits paid
- $0
- Administrative expenses
- $13,067
- Total expenses
- $13,067
- Net increase / (decrease)
- $72,889
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,057 | $0 |
| Oriental Bank & Trust | TRUSTEE | $3,010 | not reported in the loaded dataset |
| Crs Cpa Psc | CONTRACT ADMIN | $206 | not reported in the loaded dataset |