2023 Form 5500 filing — Roanoke Group Inc. Retirement Savings 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 20241004082140NAL0023127170001) for Roanoke Group Inc. Retirement Savings Plan, reported by Roanoke Group Inc. under EIN 36-4108247 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004082140NAL0023127170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roanoke Group Inc.
- EIN
- 36-4108247
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,311,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,311,182
- Employer contributions
- $1,264,658
- Participant contributions
- $2,443,551
- Total income / additions
- $10,723,166
- Benefits paid
- $5,088,498
- Administrative expenses
- $47,083
- Total expenses
- $5,148,458
- Net increase / (decrease)
- $5,574,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | ADVISOR | $44,430 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,656 | $0 |