Roevolution 226 Profit Sharing & 401(K) Plan — Form 5500 plan (Roevolution 226, 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, Roevolution 226 Profit Sharing & 401(K) Plan is a benefit plan reported by Roevolution 226, LLC under EIN 47-1716542 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $12,109,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roevolution 226, LLC
- EIN
- 47-1716542
- Plan number
- 001
- Plan type
- 2
- Location
- Bannockburn, IL
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $12,109,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240829051713NAL0023687760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,109,333
- Total liabilities (EOY)
- $19,084
- Net assets (EOY)
- $12,090,249
- Net assets (BOY)
- $9,966,079
Income & contributions
- Employer contributions
- $276,551
- Participant contributions
- $1,173,783
- Total contributions
- $1,455,886
- Total income / additions
- $3,132,172
Expenses & distributions
- Benefits paid
- $1,002,998
- Administrative expenses
- $4,026
- Total expenses
- $1,008,002
- Net increase / (decrease)
- $2,124,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,026 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
| Northwestern Mutual Investment Serv | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roevolution 226, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bannockburn, IL
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation