How big is Jeffrey C. ROTH, P.A.'s plan?

Jeffrey C. ROTH, P.A.'s plan reported $2.5M in assets and 6 participants for 2024.

Original filing (PDF)20250826141913NAL0004482339001

Jeffrey C. ROTH, P.A.

Name: Jeffrey C. ROTH, P.A. — ROTH Cash Balance Plan, Form 5500 (2024)
Creator: Jeffrey C. ROTH, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTH Cash Balance Plan

Defined-benefit pension plan · Jeffrey C. ROTH, P.A.'s ROTH Cash Balance Plan held $2.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Jeffrey C. ROTH, P.A.'s EIN is 59-2581897.

EIN 59-2581897

Plan number 004

Plan year 2024

ACK ID 20250826141913NAL0004482339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey C. ROTH, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey C. ROTH, P.A.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY C. ROTH, P.A..

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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