Royal Oak Enterprises 401(K) Retirement Plan — Form 5500 plan (Royal Oak Enterprises)
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, Royal Oak Enterprises 401(K) Retirement Plan is a benefit plan reported by Royal Oak Enterprises under EIN 58-2496832 and plan number 003. The latest loaded filing year is 2023. The filing reports 919 participants and $25,840,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Oak Enterprises
- EIN
- 58-2496832
- Plan number
- 003
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 919
- End-of-year plan assets
- $25,840,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 919 | H, C | 20241015095419NAL0014350707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,840,688
- Total liabilities (EOY)
- $24,108
- Net assets (EOY)
- $25,816,580
- Net assets (BOY)
- $24,903,848
Income & contributions
- Employer contributions
- $727,614
- Participant contributions
- $1,274,771
- Total contributions
- $2,007,687
- Total income / additions
- $4,812,624
Expenses & distributions
- Benefits paid
- $3,796,484
- Administrative expenses
- $79,300
- Total expenses
- $3,899,892
- Net increase / (decrease)
- $912,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,829 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,969 | $0 | 2023 |