Plan5500

Round Room Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Round Room Holdings, 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, Round Room Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Round Room Holdings, Inc. under EIN 47-4670699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,569 participants and $41,656,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Round Room Holdings, Inc.
EIN
47-4670699
Plan number
001
Plan type
2
Location
Fishers, IN
Latest filing year
2023
Participants
1,569
End-of-year plan assets
$41,656,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,569H, C20241014105241NAL0051940466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,656,033
Total liabilities (EOY)
$0
Net assets (EOY)
$41,656,033
Net assets (BOY)
$30,854,214

Income & contributions

Employer contributions
$2,735,200
Participant contributions
$4,337,981
Total contributions
$7,125,741
Total income / additions
$13,381,126

Expenses & distributions

Benefits paid
$2,429,299
Administrative expenses
$150,008
Total expenses
$2,579,307
Net increase / (decrease)
$10,801,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
InvstNONE$85,892not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$57,091not reported in the loaded dataset2023
Charles Schwab BankNONE$7,026$02023

Related Form 5500 pages