Full text of RETIREMENT PLAN ADVISORS SERVICES, LLC's X-17A-5 filed 2023-03-01 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## RETIREMENT PLAN ADVISORS SERVICES, LLC #### (F/K/A RETIREMENT PLAN ADVISORS, INC.) #### FINANCIAL STATEMENTS DECEMBER 31, 2022 AND 2021 {1}------------------------------------------------ | | SECURITIES AND EXCHANGE COMMISSION | OMB APPROVAL<br>OMB Number: 3235-0123<br>Expires: Oct. 31, 2023<br>Estimated average burden<br>hours per response: 12 | | | |----------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------|--------------------------------------------|--| | | | SEC FILE NUMBER | | | | | FORM X-17A-5 | | 8-53159 | | | | PART III | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | FILING FOR THE PERIOD BEGINNING 01/01/22 | | AND ENDING 12/31/22 | | | | | MM/DD/YY | | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | | NAME OF FIRM: Retirement Plan Advisors Services, LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Check here if respondent is also an OTC derivatives dealer<br>29 E Madison St, Suite 500 | Broker-dealer Security-based swap dealer Major security-based swap participant<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | (No. and Street) | | | | | Chicago | 11 | | 60602 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Joshua Schwartz | 312-701-1100 | | jfschwartz@retirementplanadvisors.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | Topel Foreman, LLC | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing * | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 500 N Michigan Ave, Suite 1700 Chicago | | | 60611 | | | (Address) | (Grty) | (State) | (Zip Code) | | | 07/27/2010 | | 5181 | | | | (Date of Registration with PCAOB)(if applicable) | FOR OFFICIAL USE ONLY | | (PCAOB Registration Number, if applicable) | | | | | | | | | | | | | | {2}------------------------------------------------ | Joshua Schwartz<br>financial report pertain…Read the full text as markdown