2023 Form 5500 filing — Ro-Mac Lumber & Supply, Inc. 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 20241016131746NAL0017786851001) for Ro-Mac Lumber & Supply, Inc. 401(K) Plan, reported by Ro-Mac Lumber & Supply, Inc. under EIN 59-0564454 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016131746NAL0017786851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ro-Mac Lumber & Supply, Inc.
- EIN
- 59-0564454
- Plan number
- 002
- Location
- Leesburg, FL
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,526,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,526,150
- Employer contributions
- $372,836
- Participant contributions
- $1,011,007
- Total income / additions
- $2,500,909
- Benefits paid
- $404,784
- Administrative expenses
- $40,204
- Total expenses
- $444,988
- Net increase / (decrease)
- $2,055,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Inc. | N/A | $21,501 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $18,703 | not reported in the loaded dataset |