2023 Form 5500 filing — Royal Oak Enterprises 401(K) Retirement 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 20241015095419NAL0014350707001) for Royal Oak Enterprises 401(K) Retirement Plan, reported by Royal Oak Enterprises under EIN 58-2496832 and plan number 003. It reports 919 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095419NAL0014350707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Oak Enterprises
- EIN
- 58-2496832
- Plan number
- 003
- Location
- Roswell, GA
- Participants
- 919
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,840,688
- Total liabilities (EOY)
- $24,108
- Net assets (EOY)
- $25,816,580
- Employer contributions
- $727,614
- Participant contributions
- $1,274,771
- Total income / additions
- $4,812,624
- Benefits paid
- $3,796,484
- Administrative expenses
- $79,300
- Total expenses
- $3,899,892
- Net increase / (decrease)
- $912,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,829 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,969 | $0 |