2023 Form 5500 filing — Round Room Holdings, 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 20241014105241NAL0051940466001) for Round Room Holdings, Inc. 401(K) Profit Sharing Plan, reported by Round Room Holdings, Inc. under EIN 47-4670699 and plan number 001. It reports 1,569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105241NAL0051940466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Round Room Holdings, Inc.
- EIN
- 47-4670699
- Plan number
- 001
- Location
- Fishers, IN
- Participants
- 1,569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,656,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,656,033
- Employer contributions
- $2,735,200
- Participant contributions
- $4,337,981
- Total income / additions
- $13,381,126
- Benefits paid
- $2,429,299
- Administrative expenses
- $150,008
- Total expenses
- $2,579,307
- Net increase / (decrease)
- $10,801,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invst | NONE | $85,892 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $57,091 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $7,026 | $0 |