Plan5500

St&R/Wti Retirement Savings Plan — Form 5500 plan (Sandler, Travis & Rosenberg P.A.)

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, St&R/Wti Retirement Savings Plan is a benefit plan reported by Sandler, Travis & Rosenberg P.A. under EIN 59-2027519 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $24,685,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sandler, Travis & Rosenberg P.A.
EIN
59-2027519
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
220
End-of-year plan assets
$24,685,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241011134124NAL0010979315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,685,102
Total liabilities (EOY)
$0
Net assets (EOY)
$24,685,102
Net assets (BOY)
$20,867,972

Income & contributions

Participant contributions
$1,173,192
Total contributions
$1,173,192
Total income / additions
$4,434,115

Expenses & distributions

Benefits paid
$515,187
Administrative expenses
$101,798
Total expenses
$616,985
Net increase / (decrease)
$3,817,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$148,563$02023
Lpl Financial LLCRETAINED BY EMPLOYER$54,460not reported in the loaded dataset2023
Kaufman, Rossin & Co PaRETAINED BY EMPLOYER$6,825not reported in the loaded dataset2023

Related Form 5500 pages