Plan5500

Roland Foods, LLC Retirement Benefit Plan — Form 5500 plan (Roland Foods, LLC)

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, Roland Foods, LLC Retirement Benefit Plan is a benefit plan reported by Roland Foods, LLC under EIN 13-5371294 and plan number 002. The latest loaded filing year is 2023. The filing reports 251 participants and $14,964,413 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15MPlan net assets, end of year$14,964,413
Participants251Covered participants reported
Assets / participant$59.6KComputed: assets ÷ participants$59,619 (computed)
Provider compensation$47.9K4 Schedule C provider row(s)$47,946
Plan sponsor
Roland Foods, LLC
EIN
13-5371294
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    251 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$361.9K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$14,964,413
Total liabilities (EOY)
$0
Net assets (EOY)
$14,964,413
Net assets (BOY)
$12,981,666

Income & contributions

Employer contributions
$361,867
Participant contributions
$1,138,732
Total contributions
$1,652,090
Total income / additions
$4,075,210

Expenses & distributions

Benefits paid
$2,044,777
Administrative expenses
$45,221
Total expenses
$2,092,463
Net increase / (decrease)
$1,982,747
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Rsm Us Llp$36.8K
    AUDITOR · Direct $36.8K
  2. 2
    M Holdings Securities, Inc.$6.4K
    OTHER · Direct $6.4K
  3. 3
    M Financial Securities Marketing In$2.7K
    BROKER/ADVISER · Direct $0 · Indirect $2.7K
  4. 4
    Jpmorgan Invest Holdings LLC$2K
    RECORDKEEPER · Direct $2K · Indirect $0

Related Form 5500 pages