2023 Form 5500 filing — Rose Paving, LLC Employee'S 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 20241010160611NAL0021410289001) for Rose Paving, LLC Employee'S 401(K) Profit Sharing Plan, reported by Rose Paving, LLC under EIN 47-5270739 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160611NAL0021410289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rose Paving, LLC
- EIN
- 47-5270739
- Plan number
- 001
- Location
- Bridgeview, IL
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,196,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,196,438
- Employer contributions
- $211,666
- Participant contributions
- $1,236,480
- Total income / additions
- $3,018,186
- Benefits paid
- $358,279
- Administrative expenses
- $61,332
- Total expenses
- $437,435
- Net increase / (decrease)
- $2,580,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,346 | not reported in the loaded dataset |
| Raymond James & Associates Inc | ADVISOR | $20,986 | not reported in the loaded dataset |