Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. — Form 5500 plan (Rock Solid Technologies, Inc.)
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, Rock Solid Technologies, Inc. Retirement Plan For Employees Of Rock Solid Technologies, Inc. is a benefit plan reported by Rock Solid Technologies, Inc. under EIN 66-0548938 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $9,583,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rock Solid Technologies, Inc.
- EIN
- 66-0548938
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $9,583,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241015140417NAL0014791955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,583,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,583,355
- Net assets (BOY)
- $7,954,889
Income & contributions
- Employer contributions
- $206,306
- Participant contributions
- $436,174
- Total contributions
- $642,480
- Total income / additions
- $1,842,194
Expenses & distributions
- Benefits paid
- $154,214
- Administrative expenses
- $59,514
- Total expenses
- $213,728
- Net increase / (decrease)
- $1,628,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,221 | $0 | 2023 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $27,023 | $0 | 2023 |
| Rodriguez Torres | INVESTMENT ADVISOR | $12,345 | $0 | 2023 |
| Oriental Bank | TRUSTEE | $7,568 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $4,243 | 2023 |
| Wheeler Retirement Plans LLC | INVESTMENT ADVISOR | $3,465 | $0 | 2023 |
| Mmlis | BROKER/ADVISOR | $0 | $2,137 | 2023 |
| Eduardo Rodriguez Torres | BROKER/ADVISER | $0 | $2,137 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rock Solid Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services LLC — Schedule C compensation
- Rodriguez Torres — Schedule C compensation
- Oriental Bank — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation
- Wheeler Retirement Plans LLC — Schedule C compensation
- Mmlis — Schedule C compensation
- Eduardo Rodriguez Torres — Schedule C compensation