2023 Form 5500 filing — Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc.
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 20241015140417NAL0014791955001) for Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc., reported by Rock Solid Technologies, Inc. under EIN 66-0548938 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140417NAL0014791955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rock Solid Technologies, Inc.
- EIN
- 66-0548938
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,583,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,583,355
- Employer contributions
- $206,306
- Participant contributions
- $436,174
- Total income / additions
- $1,842,194
- Benefits paid
- $154,214
- Administrative expenses
- $59,514
- Total expenses
- $213,728
- Net increase / (decrease)
- $1,628,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,221 | $0 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $27,023 | $0 |
| Rodriguez Torres | INVESTMENT ADVISOR | $12,345 | $0 |
| Oriental Bank | TRUSTEE | $7,568 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,243 |
| Wheeler Retirement Plans LLC | INVESTMENT ADVISOR | $3,465 | $0 |
| Mmlis | BROKER/ADVISOR | $0 | $2,137 |
| Eduardo Rodriguez Torres | BROKER/ADVISER | $0 | $2,137 |