2023 Form 5500 filing — Roundabout Theatre Company 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 20250610123907NAL0011613571001) for Roundabout Theatre Company 401(K) Profit Sharing Plan, reported by Roundabout Theatre Company, Inc under EIN 13-6192346 and plan number 002. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610123907NAL0011613571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roundabout Theatre Company, Inc
- EIN
- 13-6192346
- Plan number
- 002
- Location
- New York, NY
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,928,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,928,521
- Employer contributions
- $538,185
- Participant contributions
- $591,018
- Total income / additions
- $2,794,248
- Benefits paid
- $880,592
- Administrative expenses
- $11,775
- Total expenses
- $892,367
- Net increase / (decrease)
- $1,901,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| World Investment Advisors LLC | SERVICE PROVIDER | $0 | $21,068 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $2,807 | $27 |