Roxboro Holdings Employee Savings Plan — Form 5500 plan (Roxboro Holdings, Inc.)

Plain-English plan 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, Roxboro Holdings Employee Savings Plan is a benefit plan reported by Roxboro Holdings, Inc. under EIN 13-3446380 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $31,272,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roxboro Holdings, Inc.
EIN
13-3446380
Plan number
001
Plan type
2
Location
Farmingdale, NJ
Latest filing year
2023
Participants
282
End-of-year plan assets
$31,272,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20241008160756NAL0008556531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,272,700
Total liabilities (EOY)
$0
Net assets (EOY)
$31,272,700
Net assets (BOY)
$26,967,471

Income & contributions

Employer contributions
$589,643
Participant contributions
$1,429,030
Total contributions
$2,391,924
Total income / additions
$7,618,986

Expenses & distributions

Benefits paid
$3,308,706
Administrative expenses
$5,051
Total expenses
$3,313,757
Net increase / (decrease)
$4,305,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,325$02023

Related Form 5500 pages