2023 Form 5500 filing — Roevolution 226 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 20240829051713NAL0023687760001) for Roevolution 226 Profit Sharing & 401(K) Plan, reported by Roevolution 226, LLC under EIN 47-1716542 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829051713NAL0023687760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roevolution 226, LLC
- EIN
- 47-1716542
- Plan number
- 001
- Location
- Bannockburn, IL
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,109,333
- Total liabilities (EOY)
- $19,084
- Net assets (EOY)
- $12,090,249
- Employer contributions
- $276,551
- Participant contributions
- $1,173,783
- Total income / additions
- $3,132,172
- Benefits paid
- $1,002,998
- Administrative expenses
- $4,026
- Total expenses
- $1,008,002
- Net increase / (decrease)
- $2,124,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,026 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |
| Northwestern Mutual Investment Serv | ADVISOR | $0 | $0 |