2023 Form 5500 filing — Rock Oak Services Group, LLC 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 20241001144948NAL0004115475001) for Rock Oak Services Group, LLC 401(K) Profit Sharing Plan, reported by Rock Oak Services Group, LLC under EIN 82-4991820 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144948NAL0004115475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rock Oak Services Group, LLC
- EIN
- 82-4991820
- Plan number
- 001
- Location
- Summerville, SC
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,680,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,680,368
- Employer contributions
- $230,432
- Participant contributions
- $471,610
- Total income / additions
- $1,339,852
- Benefits paid
- $322,699
- Administrative expenses
- $19,631
- Total expenses
- $342,330
- Net increase / (decrease)
- $997,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $19,631 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |