Roamforth Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Roamforth Incorporated)

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, Roamforth Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Roamforth Incorporated under EIN 85-3705881 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $384,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roamforth Incorporated
EIN
85-3705881
Plan number
001
Plan type
2
Location
Fuquay-Varina, NC
Latest filing year
2023
Participants
2
End-of-year plan assets
$384,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240729110652NAL0029664960001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$384,324
Total liabilities (EOY)
$0
Net assets (EOY)
$384,324
Net assets (BOY)
$411,167

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$26,843

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$26,843

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages