2023 Form 5500 filing — Roth Trucking, Inc. 401(K) Retirement 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 20240729093115NAL0019193665001) for Roth Trucking, Inc. 401(K) Retirement Plan, reported by Roth Trucking, Inc. under EIN 38-2079555 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729093115NAL0019193665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roth Trucking, Inc.
- EIN
- 38-2079555
- Plan number
- 002
- Location
- Grand Rapids, MI
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,306,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,306,168
- Employer contributions
- $483,466
- Participant contributions
- $103,761
- Total income / additions
- $1,013,658
- Benefits paid
- $1,008,504
- Administrative expenses
- $57,570
- Total expenses
- $1,066,074
- Net increase / (decrease)
- -$52,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assured Partners Capital Inc. | NONE | $14,562 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | NONE | $9,304 | $0 |
| Premier Retirement Partners | NONE | $7,882 | not reported in the loaded dataset |