Rose Paving, LLC Employee'S 401(K) Profit Sharing Plan — Form 5500 plan (Rose Paving, LLC)

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, Rose Paving, LLC Employee'S 401(K) Profit Sharing Plan is a benefit plan reported by Rose Paving, LLC under EIN 47-5270739 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $10,196,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rose Paving, LLC
EIN
47-5270739
Plan number
001
Plan type
2
Location
Bridgeview, IL
Latest filing year
2023
Participants
344
End-of-year plan assets
$10,196,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241010160611NAL0021410289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,196,438
Total liabilities (EOY)
$0
Net assets (EOY)
$10,196,438
Net assets (BOY)
$7,615,687

Income & contributions

Employer contributions
$211,666
Participant contributions
$1,236,480
Total contributions
$1,496,484
Total income / additions
$3,018,186

Expenses & distributions

Benefits paid
$358,279
Administrative expenses
$61,332
Total expenses
$437,435
Net increase / (decrease)
$2,580,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40,346not reported in the loaded dataset2023
Raymond James & Associates IncADVISOR$20,986not reported in the loaded dataset2023

Related Form 5500 pages