2023 Form 5500 filing — Roa 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240509083211NAL0066454594001) for Roa 401(K) Plan, reported by Muller Management under EIN 58-1967160 and plan number 101. It reports 10,781 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240509083211NAL0066454594001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Muller Management
- EIN
- 58-1967160
- Plan number
- 101
- Location
- Cumming, GA
- Participants
- 10,781
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,139,922
- Participant contributions
- $6,103,837
- Total income / additions
- $16,946,131
- Benefits paid
- $3,853,016
- Administrative expenses
- $644,096
- Total expenses
- $4,497,112
- Net increase / (decrease)
- $12,449,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co | RECORD KEEPER | $361,365 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $275,345 | $0 |
| Transamerica Life Insurance Co | RECORD KEEPER | $175,946 | $0 |
| Transamerica Life Insurance Co | RECORD KEEPER | $175,266 | $0 |
| Tag Resources, LLC | RECORD KEEPER | $100,516 | $0 |
| Tag Resources, LLC | RECORD KEEPER | $85,722 | $0 |
| Raymond James Financial Services | INVESTMENT ADV-PLAN | $9,494 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $64 | $0 |