Rogue Fitness 401(K) Plan — Form 5500 plan (Coulter Ventures LLC Dba Rogue Fitness)
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, Rogue Fitness 401(K) Plan is a benefit plan reported by Coulter Ventures LLC Dba Rogue Fitness under EIN 26-2409457 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $14,416,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coulter Ventures LLC Dba Rogue Fitness
- EIN
- 26-2409457
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $14,416,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241008081223NAL0033131538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,416,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,416,092
- Net assets (BOY)
- $11,024,750
Income & contributions
- Employer contributions
- $964,346
- Participant contributions
- $1,498,218
- Total contributions
- $2,563,543
- Total income / additions
- $5,000,243
Expenses & distributions
- Benefits paid
- $1,563,823
- Administrative expenses
- $45,078
- Total expenses
- $1,608,901
- Net increase / (decrease)
- $3,391,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group Inc. | NONE | $29,778 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,767 | $0 | 2023 |
| Milliman, Inc. | NONE | $6,533 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coulter Ventures LLC Dba Rogue Fitness
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Everhart Financial Group Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation