2023 Form 5500 filing — L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708110537NAL0007209587001) for L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(K) Plan, reported by L. G. Roloff Construction Co., Inc. under EIN 47-0563319 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708110537NAL0007209587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L. G. Roloff Construction Co., Inc.
- EIN
- 47-0563319
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,657,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,657,275
- Employer contributions
- $1,157,985
- Participant contributions
- $401,863
- Total income / additions
- $3,749,495
- Benefits paid
- $1,619,340
- Administrative expenses
- $103,563
- Total expenses
- $1,722,903
- Net increase / (decrease)
- $2,026,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $74,413 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | NONE | $24,711 | not reported in the loaded dataset |