Original filing (PDF)20230928142258NAL0012592433001

RITA M ROBERTS, PC

Name: RITA M ROBERTS, PC — RITA M ROBERTS, P.C. PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: RITA M ROBERTS, PC

Form 5500-SF

FILING_RECEIVED

RITA M ROBERTS, P.C. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RITA M ROBERTS, PC.

Plan sponsor

Name

RITA M ROBERTS, PC

EIN

58-2161121all filings

Address

PO BOX 1627 102 GREENVILLE ST · LAGRANGE, GA · 302402716

Phone

(706) 884-2992

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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