Plan5500

Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(K) Plans — Form 5500 plan (Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation)

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, Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(K) Plans is a benefit plan reported by Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation under EIN 95-3378600 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $226,589,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation
EIN
95-3378600
Plan number
001
Plan type
2
Location
Cerritos, CA
Latest filing year
2023
Participants
450
End-of-year plan assets
$226,589,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023450H, C20241003101117NAL0004772867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$226,589,770
Net assets (EOY)
$226,589,770
Net assets (BOY)
$187,481,550

Income & contributions

Employer contributions
$7,400,325
Participant contributions
$4,754,099
Total contributions
$13,094,132
Total income / additions
$47,241,581

Expenses & distributions

Benefits paid
$8,099,061
Administrative expenses
$27,628
Total expenses
$8,133,361
Net increase / (decrease)
$39,108,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alphapoint, Inc.NONE$15,000not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$12,703not reported in the loaded dataset2023

Related Form 5500 pages