Rochelle Leigh Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Rochelle Leigh Group LLC)
Plain-English plan 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, Rochelle Leigh Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Rochelle Leigh Group LLC under EIN 20-2428669 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $1,608,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochelle Leigh Group LLC
- EIN
- 20-2428669
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $1,608,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015144458NAL0016658627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,608,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,608,851
- Net assets (BOY)
- $1,189,224
Income & contributions
- Employer contributions
- $141,196
- Participant contributions
- $256,309
- Total contributions
- $397,505
- Total income / additions
- $650,836
Expenses & distributions
- Benefits paid
- $210,046
- Administrative expenses
- $21,163
- Total expenses
- $231,209
- Net increase / (decrease)
- $419,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $10,779 | not reported in the loaded dataset | 2023 |
| Kerberrose Wealth Management, LLC | ADVISOR | $6,532 | not reported in the loaded dataset | 2023 |