Plan5500

Roman, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Roman, 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, Roman, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Roman, Inc. under EIN 36-2763726 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $9,553,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roman, Inc.
EIN
36-2763726
Plan number
001
Plan type
2
Location
Bloomingdale, IL
Latest filing year
2023
Participants
117
End-of-year plan assets
$9,553,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20241004104715NAL0012116385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,553,724
Total liabilities (EOY)
$0
Net assets (EOY)
$9,553,724
Net assets (BOY)
$8,951,561

Income & contributions

Employer contributions
$88,416
Participant contributions
$253,611
Total contributions
$342,027
Total income / additions
$1,619,572

Expenses & distributions

Benefits paid
$1,016,188
Administrative expenses
$300
Total expenses
$1,017,409
Net increase / (decrease)
$602,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$300$02023

Related Form 5500 pages