Plan5500

Roihs 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Roi Healthcare Solutions)

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, Roihs 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Roi Healthcare Solutions under EIN 58-2519597 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $4,129,269 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,129,269
Participants221Covered participants reported
Assets / participant$18.7KComputed: assets ÷ participants$18,684 (computed)
Provider compensation$12.4K1 Schedule C provider row(s)$12,433
Plan sponsor
Roi Healthcare Solutions
EIN
58-2519597
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    221 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$466K
Benefits paid / distributions$451K
Contributions
Employer$129.8K
Participant$915.6K
Full reported line items

Net assets

Total assets (EOY)
$4,129,269
Total liabilities (EOY)
$0
Net assets (EOY)
$4,129,269
Net assets (BOY)
$3,008,424

Income & contributions

Employer contributions
$129,844
Participant contributions
$915,552
Total contributions
$1,077,070
Total income / additions
$1,586,835

Expenses & distributions

Benefits paid
$450,984
Administrative expenses
$12,433
Total expenses
$465,990
Net increase / (decrease)
$1,120,845
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    United Of Omaha$12.4K
    RECORDKEEPER · Direct $12.4K

Related Form 5500 pages