2023 Form 5500 filing — Entrust Services Dba Roto-Rooter 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 20240923145456NAL0004199043001) for Entrust Services Dba Roto-Rooter 401(K) Plan, reported by Entrust Services Dba Roto-Rooter under EIN 54-2166713 and plan number 001. It reports 144 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)$2.4MReported net assets$2,385,693
Participants144
Provider compensation$40.2K3 Schedule C row(s)$40,154
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923145456NAL0004199043001
Plan sponsor
Entrust Services Dba Roto-Rooter
EIN
54-2166713
Plan number
001
Location
Greensboro, NC
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$473.3K
Benefits paid / distributions$442K
Contributions
Employer$346.7K
Participant$573.1K
Full reported line items
Total assets (EOY)
$2,385,693
Total liabilities (EOY)
$0
Net assets (EOY)
$2,385,693
Employer contributions
$346,656
Participant contributions
$573,075
Total income / additions
$1,309,415
Benefits paid
$442,014
Administrative expenses
$31,327
Total expenses
$473,341
Net increase / (decrease)
$836,074
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $31.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $8.8K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923145456NAL0004199043001 cover?
It is the 2023 Form 5500 filing for Entrust Services Dba Roto-Rooter 401(K) Plan, reported by Entrust Services Dba Roto-Rooter (EIN 54-2166713).
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