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PHILIP N. ROTGIN, P.C. — PHILIP N. ROTGIN, P.C. EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251210112955NAL0004927969001
PHILIP N. ROTGIN, P.C.
Form 5500-SF
FILING_RECEIVED
PHILIP N. ROTGIN, P.C. EMPLOYEES' RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILIP N. ROTGIN, P.C.
.
Find decision makers
Plan sponsor
Name
PHILIP N. ROTGIN, P.C.
EIN
11-2266792
Address
2277 HALYARD DRIVE · MERRICK, NY · 11566
Phone
(516) 408-3170
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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