Royce Too LLC 401(K) Profit Sharing Plan — Form 5500 plan (Royce Too 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, Royce Too LLC 401(K) Profit Sharing Plan is a benefit plan reported by Royce Too LLC under EIN 20-1773437 and plan number 001. The latest loaded filing year is 2023. The filing reports 73 participants and $5,006,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Royce Too LLC
EIN
20-1773437
Plan number
001
Plan type
2
Location
Martinsburg, WV
Latest filing year
2023
Participants
73
End-of-year plan assets
$5,006,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202373I20241009111508NAL0009141651001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,006,430
Total liabilities (EOY)
$0
Net assets (EOY)
$5,006,430
Net assets (BOY)
$3,999,916

Income & contributions

Employer contributions
$143,283
Participant contributions
$391,410
Total income / additions
$1,254,099

Expenses & distributions

Benefits paid
$248,070
Administrative expenses
$175
Total expenses
$247,585
Net increase / (decrease)
$1,006,514

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages