Roto-Mix, LLC Retirement Plan 1 — Form 5500 plan (Roto-Mix, 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, Roto-Mix, LLC Retirement Plan 1 is a benefit plan reported by Roto-Mix, LLC under EIN 20-3977759 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $3,968,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roto-Mix, LLC
EIN
20-3977759
Plan number
001
Plan type
2
Location
Dodge City, KS
Latest filing year
2023
Participants
63
End-of-year plan assets
$3,968,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I20240920143704NAL0010583632001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,968,383
Total liabilities (EOY)
$0
Net assets (EOY)
$3,968,383
Net assets (BOY)
$3,169,356

Income & contributions

Employer contributions
$80,264
Participant contributions
$219,119
Total income / additions
$881,862

Expenses & distributions

Benefits paid
$51,750
Administrative expenses
$1,236
Total expenses
$52,986
Net increase / (decrease)
$828,876

Service provider compensation (Schedule C)

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

Related Form 5500 pages