Roehl Transport, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Roehl Transport, 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, Roehl Transport, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Roehl Transport, Inc. under EIN 39-1145328 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,458 participants and $126,402,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roehl Transport, Inc.
- EIN
- 39-1145328
- Plan number
- 001
- Plan type
- 2
- Location
- Marshfield, WI
- Latest filing year
- 2023
- Participants
- 3,458
- End-of-year plan assets
- $126,402,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,458 | H, C | 20240827081700NAL0010348657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,402,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,402,850
- Net assets (BOY)
- $105,780,686
Income & contributions
- Employer contributions
- $4,469,628
- Participant contributions
- $8,448,298
- Total contributions
- $13,605,913
- Total income / additions
- $32,451,845
Expenses & distributions
- Benefits paid
- $11,542,733
- Administrative expenses
- $235,058
- Total expenses
- $11,829,681
- Net increase / (decrease)
- $20,622,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $184,458 | $0 | 2023 |
| Capital Strategies Investment Group | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roehl Transport, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Marshfield, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Capital Strategies Investment Group — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation