2023 Form 5500 filing — Ro-Zap Enterprises, Inc. 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 20241010104959NAL0020851297001) for Ro-Zap Enterprises, Inc. Profit Sharing 401(K) Plan, reported by Ro-Zap Enterprises, Inc. under EIN 14-1638813 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010104959NAL0020851297001
Filing year
2023
Form type
2
Plan sponsor
Ro-Zap Enterprises, Inc.
EIN
14-1638813
Plan number
001
Location
South Glens Falls, NY
Participants
382
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,106,139
Total liabilities (EOY)
$3,168
Net assets (EOY)
$12,102,971
Employer contributions
$641,493
Participant contributions
$1,316,674
Total income / additions
$3,779,743
Benefits paid
$239,178
Administrative expenses
$47,260
Total expenses
$286,438
Net increase / (decrease)
$3,493,305
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Glens Falls National Bank And TrustTRUSTEE$35,260$11,837
Cmj, LlpACCOUNTANT$12,000not reported in the loaded dataset

Related Form 5500 pages