How big is Jay S Rothman & Associates' plan?

Jay S Rothman & Associates' plan reported $24K in assets and 6 participants for 2023.

Original filing (PDF)20240711124955NAL0024946928001

Jay S Rothman & Associates

Name: Jay S Rothman & Associates — Form 5500 (2023)
Creator: Jay S Rothman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jay S Rothman & Associates held $24K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Margarete Caesar signed Jay S Rothman & Associates' 2023 Form 5500 as plan administrator.

Margarete Caesar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jay S Rothman & Associates' EIN is 45-0547840.

EIN 45-0547840

Plan number 001

Plan year 2023

ACK ID 20240711124955NAL0024946928001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jay S Rothman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jay S Rothman & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY S ROTHMAN & ASSOCIATES.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAY S ROTHMAN & ASSOCIATES

EIN

all filings

Address

21900 BURBANK BLVD · STE 210 · WOODLAND HILLS, CA · 91367

Phone

(818) 986-7870

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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