Roux Associates, Inc. Profit Sharing/401k Plan — Form 5500 plan (Roux Associates, Inc.)

Plain-English plan 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, Roux Associates, Inc. Profit Sharing/401k Plan is a benefit plan reported by Roux Associates, Inc. under EIN 11-2579482 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $92,851,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roux Associates, Inc.
EIN
11-2579482
Plan number
001
Plan type
3
Location
Islandia, NY
Latest filing year
2023
Participants
465
End-of-year plan assets
$92,851,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20241011093829NAL0043205250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,851,088
Total liabilities (EOY)
$0
Net assets (EOY)
$92,851,088
Net assets (BOY)
$70,979,859

Income & contributions

Employer contributions
$1,565,274
Participant contributions
$4,656,880
Total contributions
$6,746,657
Total income / additions
$23,567,694

Expenses & distributions

Benefits paid
$1,683,448
Administrative expenses
$9,641
Total expenses
$1,696,465
Net increase / (decrease)
$21,871,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$26,335not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR-$16,694$02023

Related Form 5500 pages