The Roth Firm, LLC

Form 5500

THE ROTH FIRM, LLC

1600 Parkwood Circle, Suite 600, Atlanta, Ga 30339 (404) 250-3236 EIN:26-0596111 Plan Admin:Keri Roth

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE ROTH FIRM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY55 / 42 Assets BOY/EOY$1,525,914 / $1,920,269	2023	THE ROTH FIRM 401(K) PROFIT SHARING PLAN - Plan #001	55 / 42	$1,525,914 / $1,920,269
2022	Plan NameTHE ROTH FIRM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY58 / 53 Assets BOY/EOY$1,618,114 / $1,525,914	2022	THE ROTH FIRM 401(K) PROFIT SHARING PLAN - Plan #001	58 / 53	$1,618,114 / $1,525,914
2021	Plan NameTHE ROTH FIRM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY65 / 56 Assets BOY/EOY$1,361,780 / $1,618,114	2021	THE ROTH FIRM 401(K) PROFIT SHARING PLAN - Plan #001	65 / 56	$1,361,780 / $1,618,114
2020	Plan NameTHE ROTH FIRM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 56 Assets BOY/EOY$1,136,773 / $1,361,780	2020	THE ROTH FIRM 401(K) PROFIT SHARING PLAN - Plan #001	64 / 56	$1,136,773 / $1,361,780
2019	Plan NameTHE ROTH FIRM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY58 / 57 Assets BOY/EOY$809,210 / $1,136,773	2019	THE ROTH FIRM 401(K) PROFIT SHARING PLAN - Plan #001	58 / 57	$809,210 / $1,136,773