Plan5500

Root Laboratory, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Root Laboratory, 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, Root Laboratory, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Root Laboratory, Inc. under EIN 48-0878135 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $14,423,191 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Root Laboratory, Inc.
EIN
48-0878135
Plan number
001
Plan type
2
Location
Leawood, KS
Latest filing year
2023
Participants
126
End-of-year plan assets
$14,423,191

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241001101808NAL0006600721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,423,191
Total liabilities (EOY)
$219
Net assets (EOY)
$14,422,972
Net assets (BOY)
$12,965,841

Income & contributions

Employer contributions
$157,411
Participant contributions
$343,300
Total contributions
$500,711
Total income / additions
$2,548,479

Expenses & distributions

Benefits paid
$1,047,071
Administrative expenses
$44,277
Total expenses
$1,091,348
Net increase / (decrease)
$1,457,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Trust CompanyTRUSTEE$34,215not reported in the loaded dataset2023
Tpp Retirement Plan SpecialistsRECORDKEEPER$9,686not reported in the loaded dataset2023

Related Form 5500 pages