2023 Form 5500 filing — Roadbuilders Machinery And Supply Co Inc 401k 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 20240827111334NAL0010801473001) for Roadbuilders Machinery And Supply Co Inc 401k Profit Sharing Plan, reported by Roadbuilders Machinery And Supply Co Inc under EIN 48-1006280 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827111334NAL0010801473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roadbuilders Machinery And Supply Co Inc
- EIN
- 48-1006280
- Plan number
- 001
- Location
- Kansas City, KS
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,785,297
- Total liabilities (EOY)
- $146,387
- Net assets (EOY)
- $16,638,910
- Employer contributions
- $520,899
- Participant contributions
- $785,602
- Total income / additions
- $3,744,994
- Benefits paid
- $1,350,368
- Administrative expenses
- $45,907
- Total expenses
- $1,396,275
- Net increase / (decrease)
- $2,348,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc. | INVESTMENT ADVISOR | $0 | $22,056 |
| Erp Actuaries & Consultants Inc. | THIRD PARTY ADMINISTRATOR | $0 | $6,571 |
| Compensation Benefit Planning Inc | THIRD PARTY ADMIN | $0 | $6,350 |
| Voya Retirement Insurance And Annui | CONTRACT ADMIN | $0 | $0 |