2023 Form 5500 filing — Roedel Companies, LLC 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 20240820130957NAL0004226912001) for Roedel Companies, LLC 401(K) Plan, reported by Roedel Companies, LLC under EIN 02-0520250 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,182,244
Participants288
Provider compensation$4.3K1 Schedule C row(s)$4,256
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820130957NAL0004226912001
Plan sponsor
Roedel Companies, LLC
EIN
02-0520250
Plan number
001
Location
Wilton, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$624.3K
Benefits paid / distributions$614.4K
Contributions
Employer$168.1K
Participant$297.8K
Full reported line items
Total assets (EOY)
$4,182,244
Total liabilities (EOY)
$0
Net assets (EOY)
$4,182,244
Employer contributions
$168,096
Participant contributions
$297,801
Total income / additions
$1,025,610
Benefits paid
$614,442
Administrative expenses
$1,650
Total expenses
$624,259
Net increase / (decrease)
$401,351
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER SERVICES · Direct $1.6K · Indirect $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820130957NAL0004226912001 cover?
It is the 2023 Form 5500 filing for Roedel Companies, LLC 401(K) Plan, reported by Roedel Companies, LLC (EIN 02-0520250).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages