2023 Form 5500 filing — Roush 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 20241008142650NAL0008459843001) for Roush 401(K) Profit Sharing Plan, reported by Roush Industries, Inc. under EIN 38-2080919 and plan number 001. It reports 5,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142650NAL0008459843001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Roush Industries, Inc.
- EIN
- 38-2080919
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 5,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $329,713,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $329,713,247
- Employer contributions
- $5,621,703
- Participant contributions
- $20,516,136
- Total income / additions
- $74,849,834
- Benefits paid
- $27,489,034
- Administrative expenses
- $308,286
- Total expenses
- $27,799,024
- Net increase / (decrease)
- $47,050,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $243,286 | $0 |
| Gallagher Fiduciary Advisors, LLC | CONSULTANT | $65,000 | not reported in the loaded dataset |