Plan5500

Ro-Zap Enterprises, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Ro-Zap Enterprises, 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, Ro-Zap Enterprises, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Ro-Zap Enterprises, Inc. under EIN 14-1638813 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $12,106,139 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ro-Zap Enterprises, Inc.
EIN
14-1638813
Plan number
001
Plan type
2
Location
South Glens Falls, NY
Latest filing year
2023
Participants
382
End-of-year plan assets
$12,106,139

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241010104959NAL0020851297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,106,139
Total liabilities (EOY)
$3,168
Net assets (EOY)
$12,102,971
Net assets (BOY)
$8,609,666

Income & contributions

Employer contributions
$641,493
Participant contributions
$1,316,674
Total contributions
$1,958,167
Total income / additions
$3,779,743

Expenses & distributions

Benefits paid
$239,178
Administrative expenses
$47,260
Total expenses
$286,438
Net increase / (decrease)
$3,493,305

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Glens Falls National Bank And TrustTRUSTEE$35,260$11,8372023
Cmj, LlpACCOUNTANT$12,000not reported in the loaded dataset2023

Related Form 5500 pages