Plan5500

Roadone West, Inc. 401(K) Plan — Form 5500 plan (Roadone West, 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, Roadone West, Inc. 401(K) Plan is a benefit plan reported by Roadone West, Inc. under EIN 55-0808374 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $10,905,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roadone West, Inc.
EIN
55-0808374
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
440
End-of-year plan assets
$10,905,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20240911151824NAL0012225600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,905,837
Total liabilities (EOY)
$0
Net assets (EOY)
$10,905,837
Net assets (BOY)
$8,916,870

Income & contributions

Employer contributions
$261,503
Participant contributions
$643,129
Total contributions
$904,632
Total income / additions
$2,655,927

Expenses & distributions

Benefits paid
$594,537
Administrative expenses
$72,423
Total expenses
$666,960
Net increase / (decrease)
$1,988,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$48,584not reported in the loaded dataset2023
Mma Securities LLCNONE$23,839not reported in the loaded dataset2023

Related Form 5500 pages