Plan5500

Roush 401(K) Profit Sharing Plan — Form 5500 plan (Roush Industries, 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, Roush 401(K) Profit Sharing Plan is a benefit plan reported by Roush Industries, Inc. under EIN 38-2080919 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,721 participants and $329,713,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roush Industries, Inc.
EIN
38-2080919
Plan number
001
Plan type
3
Location
Livonia, MI
Latest filing year
2023
Participants
5,721
End-of-year plan assets
$329,713,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,721H, C20241008142650NAL0008459843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$329,713,247
Total liabilities (EOY)
$0
Net assets (EOY)
$329,713,247
Net assets (BOY)
$282,662,437

Income & contributions

Employer contributions
$5,621,703
Participant contributions
$20,516,136
Total contributions
$27,206,295
Total income / additions
$74,849,834

Expenses & distributions

Benefits paid
$27,489,034
Administrative expenses
$308,286
Total expenses
$27,799,024
Net increase / (decrease)
$47,050,810

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$243,286$02023
Gallagher Fiduciary Advisors, LLCCONSULTANT$65,000not reported in the loaded dataset2023

Related Form 5500 pages