2023 Form 5500 filing — Openroad Transportation, Inc. 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 20241010084611NAL0019820689001) for Openroad Transportation, Inc. 401(K) Profit Sharing Plan, reported by Openroad Transportation, Inc under EIN 20-1194559 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084611NAL0019820689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Openroad Transportation, Inc
- EIN
- 20-1194559
- Plan number
- 001
- Location
- Dallas, OR
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,794,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,794,582
- Employer contributions
- $419,856
- Participant contributions
- $921,074
- Total income / additions
- $3,007,412
- Benefits paid
- $184,736
- Administrative expenses
- $43,761
- Total expenses
- $228,497
- Net increase / (decrease)
- $2,778,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $33,988 | $0 |
| Ameriprise Financial Services, LLC | BROKER/ADVISOR | $0 | $16,270 |
| Independent Retirement Consulting | CONTRACT ADMIN | $1,650 | $6,736 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,067 | not reported in the loaded dataset |