2023 Form 5500 filing — Roth Iga Foodliner, Inc. 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 20241015163003NAL0029111201001) for Roth Iga Foodliner, Inc. Profit Sharing Plan, reported by Roth Iga Foodliner, Inc. under EIN 93-0506597 and plan number 001. It reports 1,390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163003NAL0029111201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roth Iga Foodliner, Inc.
- EIN
- 93-0506597
- Plan number
- 001
- Location
- Salem, OR
- Participants
- 1,390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,342,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,342,261
- Employer contributions
- $780,863
- Participant contributions
- $977,299
- Total income / additions
- $7,869,889
- Benefits paid
- $3,497,488
- Administrative expenses
- $93,196
- Total expenses
- $3,624,747
- Net increase / (decrease)
- $4,245,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | OTHER | $72,208 | not reported in the loaded dataset |
| Akt Llp | AUDITOR | $20,592 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $396 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |