2023 Form 5500 filing — Rohan & Harper, P. C. 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 20241015091904NAL0056759666001) for Rohan & Harper, P. C. 401(K) Plan, reported by Rohan & Harper, P.C. under EIN 16-1170103 and plan number 003. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091904NAL0056759666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rohan & Harper, P.C.
- EIN
- 16-1170103
- Plan number
- 003
- Location
- Tonawanda, NY
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,295,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,295,288
- Employer contributions
- $226,207
- Participant contributions
- $501,073
- Total income / additions
- $1,268,645
- Benefits paid
- $3,626,842
- Administrative expenses
- $9,819
- Total expenses
- $3,636,661
- Net increase / (decrease)
- -$2,368,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sandhill Capital Partners LLC | INVESTMENT ADVISOR | $15,599 | not reported in the loaded dataset |
| Pps Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $1,197 | $1,379 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $390 | $0 |