2023 Form 5500 filing — Roush Holdings, 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 20240730161510NAL0032380608001) for Roush Holdings, Inc. 401(K) Plan, reported by Roush Holdings, Inc. under EIN 81-4228008 and plan number 004. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730161510NAL0032380608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roush Holdings, Inc.
- EIN
- 81-4228008
- Plan number
- 004
- Location
- Westerville, OH
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,161,041
- Total liabilities (EOY)
- $196,301
- Net assets (EOY)
- $19,964,740
- Participant contributions
- $1,219,717
- Total income / additions
- $4,317,816
- Benefits paid
- $375,739
- Administrative expenses
- $8,499
- Total expenses
- $384,238
- Net increase / (decrease)
- $3,933,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $34,311 | not reported in the loaded dataset |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $8,500 | not reported in the loaded dataset |