Roth Bros., Inc. Retirement & 401(K) Savings Plan — Form 5500 plan (Roth Bros., 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, Roth Bros., Inc. Retirement & 401(K) Savings Plan is a benefit plan reported by Roth Bros., Inc. under EIN 34-0676951 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $22,025,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roth Bros., Inc.
- EIN
- 34-0676951
- Plan number
- 001
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $22,025,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241011141117NAL0022905905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,025,369
- Total liabilities (EOY)
- $19,801
- Net assets (EOY)
- $22,005,568
- Net assets (BOY)
- $21,364,289
Income & contributions
- Employer contributions
- $294,206
- Participant contributions
- $783,962
- Total contributions
- $1,095,339
- Total income / additions
- $4,562,898
Expenses & distributions
- Benefits paid
- $3,804,739
- Administrative expenses
- $97,079
- Total expenses
- $3,921,619
- Net increase / (decrease)
- $641,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,715 | $0 | 2023 |
| Huntington National Bank | INVESTMENT ADVISOR | $25,959 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $17,768 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roth Bros., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Youngstown, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation