2023 Form 5500 filing — Root Laboratory, Inc. 401(K) Profit Sharing 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 20241001101808NAL0006600721001) for Root Laboratory, Inc. 401(K) Profit Sharing Plan, reported by Root Laboratory, Inc. under EIN 48-0878135 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101808NAL0006600721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Root Laboratory, Inc.
- EIN
- 48-0878135
- Plan number
- 001
- Location
- Leawood, KS
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,423,191
- Total liabilities (EOY)
- $219
- Net assets (EOY)
- $14,422,972
- Employer contributions
- $157,411
- Participant contributions
- $343,300
- Total income / additions
- $2,548,479
- Benefits paid
- $1,047,071
- Administrative expenses
- $44,277
- Total expenses
- $1,091,348
- Net increase / (decrease)
- $1,457,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Trust Company | TRUSTEE | $34,215 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | RECORDKEEPER | $9,686 | not reported in the loaded dataset |