Openroad Transportation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Openroad Transportation, 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, Openroad Transportation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Openroad Transportation, Inc under EIN 20-1194559 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $8,794,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Openroad Transportation, Inc
- EIN
- 20-1194559
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, OR
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $8,794,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241010084611NAL0019820689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,794,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,794,582
- Net assets (BOY)
- $6,015,667
Income & contributions
- Employer contributions
- $419,856
- Participant contributions
- $921,074
- Total contributions
- $1,810,782
- Total income / additions
- $3,007,412
Expenses & distributions
- Benefits paid
- $184,736
- Administrative expenses
- $43,761
- Total expenses
- $228,497
- Net increase / (decrease)
- $2,778,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $33,988 | $0 | 2023 |
| Ameriprise Financial Services, LLC | BROKER/ADVISOR | $0 | $16,270 | 2023 |
| Independent Retirement Consulting | CONTRACT ADMIN | $1,650 | $6,736 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,067 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Openroad Transportation, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Dallas, OR
- Empower Annuity Insurance Co. — Schedule C compensation
- Ameriprise Financial Services, LLC — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation