2023 Form 5500 filing — Roi Revolution, Inc 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 20240710051635NAL0016411841001) for Roi Revolution, Inc 401(K) Plan, reported by Roi Revolution, Inc under EIN 26-1645011 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710051635NAL0016411841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roi Revolution, Inc
- EIN
- 26-1645011
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,234,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,234,093
- Employer contributions
- $309,471
- Participant contributions
- $1,024,664
- Total income / additions
- $3,081,301
- Benefits paid
- $476,586
- Administrative expenses
- $40,014
- Total expenses
- $516,600
- Net increase / (decrease)
- $2,564,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Allied Advisory Services, Inc | INVESTMENT/FINANCIAL ADVI | $26,179 | $0 |
| Thomas, Judy & Tucker | ACCOUNTANT | $12,500 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,335 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |