2023 Form 5500 filing — Rogue Fitness 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 20241008081223NAL0033131538001) for Rogue Fitness 401(K) Plan, reported by Coulter Ventures LLC Dba Rogue Fitness under EIN 26-2409457 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008081223NAL0033131538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coulter Ventures LLC Dba Rogue Fitness
- EIN
- 26-2409457
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,416,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,416,092
- Employer contributions
- $964,346
- Participant contributions
- $1,498,218
- Total income / additions
- $5,000,243
- Benefits paid
- $1,563,823
- Administrative expenses
- $45,078
- Total expenses
- $1,608,901
- Net increase / (decrease)
- $3,391,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc. | NONE | $29,778 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $8,767 | $0 |
| Milliman, Inc. | NONE | $6,533 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |