2023 Form 5500 filing — Roadone West, 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 20240911151824NAL0012225600001) for Roadone West, Inc. 401(K) Plan, reported by Roadone West, Inc. under EIN 55-0808374 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911151824NAL0012225600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roadone West, Inc.
- EIN
- 55-0808374
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,905,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,905,837
- Employer contributions
- $261,503
- Participant contributions
- $643,129
- Total income / additions
- $2,655,927
- Benefits paid
- $594,537
- Administrative expenses
- $72,423
- Total expenses
- $666,960
- Net increase / (decrease)
- $1,988,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $48,584 | not reported in the loaded dataset |
| Mma Securities LLC | NONE | $23,839 | not reported in the loaded dataset |