2023 Form 5500 filing — Roosters, Inc. Dba Roosters 401(K) Profit Sharing Plan And Trust
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 20241015073737NAL0028944465001) for Roosters, Inc. Dba Roosters 401(K) Profit Sharing Plan And Trust, reported by Roosters, Inc. Dba Roosters under EIN 31-1402985 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073737NAL0028944465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roosters, Inc. Dba Roosters
- EIN
- 31-1402985
- Plan number
- 001
- Location
- Pickerington, OH
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,234,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,234,240
- Employer contributions
- $264,141
- Participant contributions
- $590,789
- Total income / additions
- $2,270,365
- Benefits paid
- $55,670
- Administrative expenses
- $28,520
- Total expenses
- $84,190
- Net increase / (decrease)
- $2,186,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefits | INVESTMENT ADVISOR | $18,341 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $10,544 | not reported in the loaded dataset |
| Creative Retirement Systems | TPA | $375 | not reported in the loaded dataset |