Roth Iga Foodliner, Inc. Profit Sharing Plan — Form 5500 plan (Roth Iga Foodliner, 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, Roth Iga Foodliner, Inc. Profit Sharing Plan is a benefit plan reported by Roth Iga Foodliner, Inc. under EIN 93-0506597 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,390 participants and $39,342,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roth Iga Foodliner, Inc.
- EIN
- 93-0506597
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 1,390
- End-of-year plan assets
- $39,342,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,390 | H, C | 20241015163003NAL0029111201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,342,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,342,261
- Net assets (BOY)
- $35,097,119
Income & contributions
- Employer contributions
- $780,863
- Participant contributions
- $977,299
- Total contributions
- $1,760,166
- Total income / additions
- $7,869,889
Expenses & distributions
- Benefits paid
- $3,497,488
- Administrative expenses
- $93,196
- Total expenses
- $3,624,747
- Net increase / (decrease)
- $4,245,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | OTHER | $72,208 | not reported in the loaded dataset | 2023 |
| Akt Llp | AUDITOR | $20,592 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $396 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roth Iga Foodliner, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Morgan Stanley — Schedule C compensation
- Akt Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation