How big is Roger G. JAIN & Associates, P.C.'s plan?

Roger G. JAIN & Associates, P.C.'s plan reported $3.9M in assets and 8 participants for 2023.

Original filing (PDF)20240506205222NAL0013787059001

Roger G. JAIN & Associates, P.C.

Name: Roger G. JAIN & Associates, P.C. — Roger G. JAIN &, Form 5500 (2023)
Creator: Roger G. JAIN & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger G. JAIN & Associates, P.C. Defined Benefit Pension Plan

Defined-benefit pension plan · Roger G. JAIN & Associates, P.C.'s Roger G. JAIN & Associates, P.C. Defined Benefit Pension Plan held $3.9M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Roger G. JAIN & Associates, P.C.'s EIN is 27-1860029.

EIN 27-1860029

Plan number 002

Plan year 2023

ACK ID 20240506205222NAL0013787059001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Roger G. JAIN & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Roger G. JAIN & Associates, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER G. JAIN & ASSOCIATES, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score