Plan5500

Roosters, Inc. Dba Roosters 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Roosters, Inc. Dba Roosters)

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, Roosters, Inc. Dba Roosters 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Roosters, Inc. Dba Roosters under EIN 31-1402985 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $9,234,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roosters, Inc. Dba Roosters
EIN
31-1402985
Plan number
001
Plan type
2
Location
Pickerington, OH
Latest filing year
2023
Participants
743
End-of-year plan assets
$9,234,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023743H, C20241015073737NAL0028944465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,234,240
Total liabilities (EOY)
$0
Net assets (EOY)
$9,234,240
Net assets (BOY)
$7,048,065

Income & contributions

Employer contributions
$264,141
Participant contributions
$590,789
Total contributions
$866,306
Total income / additions
$2,270,365

Expenses & distributions

Benefits paid
$55,670
Administrative expenses
$28,520
Total expenses
$84,190
Net increase / (decrease)
$2,186,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitsINVESTMENT ADVISOR$18,341not reported in the loaded dataset2023
AscensusRECORDKEEPER$10,544not reported in the loaded dataset2023
Creative Retirement SystemsTPA$375not reported in the loaded dataset2023

Related Form 5500 pages