Roger'S Gardens 401(K) Profit Sharing Plan — Form 5500 plan (Roger'S Gardens Newport Beach)
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, Roger'S Gardens 401(K) Profit Sharing Plan is a benefit plan reported by Roger'S Gardens Newport Beach under EIN 95-2832023 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $7,399,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roger'S Gardens Newport Beach
- EIN
- 95-2832023
- Plan number
- 001
- Plan type
- 2
- Location
- Corona Del Mar, CA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $7,399,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241014151654NAL0015189155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,399,058
- Total liabilities (EOY)
- $687
- Net assets (EOY)
- $7,398,371
- Net assets (BOY)
- $7,691,444
Income & contributions
- Employer contributions
- $52,164
- Participant contributions
- $359,871
- Total contributions
- $412,035
- Total income / additions
- $1,505,890
Expenses & distributions
- Benefits paid
- $1,725,887
- Administrative expenses
- $58,482
- Total expenses
- $1,798,963
- Net increase / (decrease)
- -$293,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER2 | $30,811 | $108 | 2023 |
| Independent Financial Group, LLC | FINANCIAL ADVISOR | $20,128 | not reported in the loaded dataset | 2023 |
| Pension Benefits Unlimited | TPA | $7,543 | not reported in the loaded dataset | 2023 |
| Charles Schwab | CUSTODIAN | $0 | $2,366 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roger'S Gardens Newport Beach
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Corona Del Mar, CA
- Stancorp Financial Group — Schedule C compensation
- Independent Financial Group, LLC — Schedule C compensation
- Pension Benefits Unlimited — Schedule C compensation
- Charles Schwab — Schedule C compensation