R & O Construction Profit Sharing 401(K) Plan — Form 5500 plan (R & O Construction)
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, R & O Construction Profit Sharing 401(K) Plan is a benefit plan reported by R & O Construction under EIN 87-0357889 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $23,124,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R & O Construction
- EIN
- 87-0357889
- Plan number
- 001
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $23,124,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240909145102NAL0009394738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,124,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,124,251
- Net assets (BOY)
- $20,497,095
Income & contributions
- Employer contributions
- $182,487
- Participant contributions
- $1,369,772
- Total contributions
- $1,553,305
- Total income / additions
- $4,696,854
Expenses & distributions
- Benefits paid
- $1,987,361
- Administrative expenses
- $82,337
- Total expenses
- $2,069,698
- Net increase / (decrease)
- $2,627,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,337 | $0 | 2023 |
| Resources Investment Advisors Inc | INVESTMENT ADVISORY | $0 | $53,718 | 2023 |