Flex-N-Gate Royal Oak Union #771 401(K) Plan — Form 5500 plan (Flex-N-Gate Royal Oak LLC)
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, Flex-N-Gate Royal Oak Union #771 401(K) Plan is a benefit plan reported by Flex-N-Gate Royal Oak LLC under EIN 20-1106950 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $6,212,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flex-N-Gate Royal Oak LLC
- EIN
- 20-1106950
- Plan number
- 001
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $6,212,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241015095104NAL0016087795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,212,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,212,026
- Net assets (BOY)
- $5,822,791
Income & contributions
- Employer contributions
- $99,044
- Participant contributions
- $222,942
- Total contributions
- $321,986
- Total income / additions
- $1,218,294
Expenses & distributions
- Benefits paid
- $768,104
- Administrative expenses
- $15,518
- Total expenses
- $784,592
- Net increase / (decrease)
- $433,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $8,331 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $5,486 | not reported in the loaded dataset | 2023 |