Roundabout Theatre Company 401(K) Profit Sharing Plan — Form 5500 plan (Roundabout Theatre Company, 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, Roundabout Theatre Company 401(K) Profit Sharing Plan is a benefit plan reported by Roundabout Theatre Company, Inc under EIN 13-6192346 and plan number 002. The latest loaded filing year is 2023. The filing reports 372 participants and $10,928,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roundabout Theatre Company, Inc
EIN
13-6192346
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
372
End-of-year plan assets
$10,928,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20250610123907NAL0011613571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,928,521
Total liabilities (EOY)
$0
Net assets (EOY)
$10,928,521
Net assets (BOY)
$9,026,640

Income & contributions

Employer contributions
$538,185
Participant contributions
$591,018
Total contributions
$1,130,146
Total income / additions
$2,794,248

Expenses & distributions

Benefits paid
$880,592
Administrative expenses
$11,775
Total expenses
$892,367
Net increase / (decrease)
$1,901,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
World Investment Advisors LLCSERVICE PROVIDER$0$21,0682023
Voya Retirement Ins & Annuity CoSERVICE PROVIDER$2,807$272023

Related Form 5500 pages