Roi Revolution, Inc 401(K) Plan — Form 5500 plan (Roi Revolution, 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, Roi Revolution, Inc 401(K) Plan is a benefit plan reported by Roi Revolution, Inc under EIN 26-1645011 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $10,234,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roi Revolution, Inc
- EIN
- 26-1645011
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $10,234,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240710051635NAL0016411841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,234,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,234,093
- Net assets (BOY)
- $7,669,392
Income & contributions
- Employer contributions
- $309,471
- Participant contributions
- $1,024,664
- Total contributions
- $1,431,934
- Total income / additions
- $3,081,301
Expenses & distributions
- Benefits paid
- $476,586
- Administrative expenses
- $40,014
- Total expenses
- $516,600
- Net increase / (decrease)
- $2,564,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Allied Advisory Services, Inc | INVESTMENT/FINANCIAL ADVI | $26,179 | $0 | 2023 |
| Thomas, Judy & Tucker | ACCOUNTANT | $12,500 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,335 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roi Revolution, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- First Allied Advisory Services, Inc — Schedule C compensation
- Thomas, Judy & Tucker — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation