2023 Form 5500 filing — The Road Machinery LLC Employee Thrift Pension 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 20240926134030NAL0000417795001) for The Road Machinery LLC Employee Thrift Pension Plan, reported by Road Machinery under EIN 20-2443808 and plan number 002. It reports 326 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)$16.4MReported net assets$16,415,724
Participants326
Provider compensation$46.6K3 Schedule C row(s)$46,585
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926134030NAL0000417795001
Plan sponsor
Road Machinery
EIN
20-2443808
Plan number
002
Location
Phoenix, AZ
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)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$762.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$16,415,724
Total liabilities (EOY)
$0
Net assets (EOY)
$16,415,724
Employer contributions
$762,078
Participant contributions
$1,288,522
Total income / additions
$4,475,285
Benefits paid
$2,600,788
Administrative expenses
$46,585
Total expenses
$2,648,921
Net increase / (decrease)
$1,826,364
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26.6K · Indirect $0
  2. 2
    ADVISOR · Direct $10K
  3. 3
    ADVISOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926134030NAL0000417795001 cover?
It is the 2023 Form 5500 filing for The Road Machinery LLC Employee Thrift Pension Plan, reported by Road Machinery (EIN 20-2443808).
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