2023 Form 5500 filing — Roger'S Gardens 401(K) 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 20241014151654NAL0015189155001) for Roger'S Gardens 401(K) Profit Sharing Plan, reported by Roger'S Gardens Newport Beach under EIN 95-2832023 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151654NAL0015189155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roger'S Gardens Newport Beach
- EIN
- 95-2832023
- Plan number
- 001
- Location
- Corona Del Mar, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,399,058
- Total liabilities (EOY)
- $687
- Net assets (EOY)
- $7,398,371
- Employer contributions
- $52,164
- Participant contributions
- $359,871
- Total income / additions
- $1,505,890
- Benefits paid
- $1,725,887
- Administrative expenses
- $58,482
- Total expenses
- $1,798,963
- Net increase / (decrease)
- -$293,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER2 | $30,811 | $108 |
| Independent Financial Group, LLC | FINANCIAL ADVISOR | $20,128 | not reported in the loaded dataset |
| Pension Benefits Unlimited | TPA | $7,543 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAN | $0 | $2,366 |