Roth And Spellman Llp Employee'S 401k Plan — Form 5500 plan (Roth & Spellman Llp)
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, Roth And Spellman Llp Employee'S 401k Plan is a benefit plan reported by Roth & Spellman Llp under EIN 22-3213535 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $2,930,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roth & Spellman Llp
- EIN
- 22-3213535
- Plan number
- 002
- Plan type
- 2
- Location
- New Milford, NJ
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,930,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240903134505NAL0038906466001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,930,709
- Net assets (EOY)
- $2,930,709
- Net assets (BOY)
- $2,379,097
Income & contributions
- Participant contributions
- $71,940
- Total income / additions
- $584,702
Expenses & distributions
- Benefits paid
- $32,900
- Total expenses
- $33,090
- Net increase / (decrease)
- $551,612
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.