2023 Form 5500 filing — Roehl Transport, Inc. 401(K) Profit Sharing 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 20240827081700NAL0010348657001) for Roehl Transport, Inc. 401(K) Profit Sharing Plan, reported by Roehl Transport, Inc. under EIN 39-1145328 and plan number 001. It reports 3,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827081700NAL0010348657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roehl Transport, Inc.
- EIN
- 39-1145328
- Plan number
- 001
- Location
- Marshfield, WI
- Participants
- 3,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,402,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,402,850
- Employer contributions
- $4,469,628
- Participant contributions
- $8,448,298
- Total income / additions
- $32,451,845
- Benefits paid
- $11,542,733
- Administrative expenses
- $235,058
- Total expenses
- $11,829,681
- Net increase / (decrease)
- $20,622,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $184,458 | $0 |
| Capital Strategies Investment Group | NONE | $50,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset |