Roth Trucking, Inc. 401(K) Retirement Plan — Form 5500 plan (Roth Trucking, 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 Trucking, Inc. 401(K) Retirement Plan is a benefit plan reported by Roth Trucking, Inc. under EIN 38-2079555 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $3,306,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roth Trucking, Inc.
- EIN
- 38-2079555
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $3,306,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240729093115NAL0019193665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,306,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,306,168
- Net assets (BOY)
- $3,358,584
Income & contributions
- Employer contributions
- $483,466
- Participant contributions
- $103,761
- Total contributions
- $587,227
- Total income / additions
- $1,013,658
Expenses & distributions
- Benefits paid
- $1,008,504
- Administrative expenses
- $57,570
- Total expenses
- $1,066,074
- Net increase / (decrease)
- -$52,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assured Partners Capital Inc. | NONE | $14,562 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | NONE | $9,304 | $0 | 2023 |
| Premier Retirement Partners | NONE | $7,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roth Trucking, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Assured Partners Capital Inc. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation