2023 Form 5500 filing — 10 Roads Express 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 20240920085049NAL0007206401001) for 10 Roads Express 401(K) Plan, reported by 10 Roads Express under EIN 61-1947439 and plan number 001. It reports 5,715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920085049NAL0007206401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 10 Roads Express
- EIN
- 61-1947439
- Plan number
- 001
- Location
- Carter Lake, IA
- Participants
- 5,715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,456,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,456,084
- Employer contributions
- $956,787
- Participant contributions
- $7,748,241
- Total income / additions
- $17,345,492
- Benefits paid
- $11,179,638
- Administrative expenses
- $196,174
- Total expenses
- $11,428,567
- Net increase / (decrease)
- $5,916,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,033 | $0 |
| Lpl Financial LLC | ADVISOR | $48,141 | not reported in the loaded dataset |
| Lutz & Company | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset |