Ro-Mac Lumber & Supply, Inc. 401(K) Plan — Form 5500 plan (Ro-Mac Lumber & Supply, 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, Ro-Mac Lumber & Supply, Inc. 401(K) Plan is a benefit plan reported by Ro-Mac Lumber & Supply, Inc. under EIN 59-0564454 and plan number 002. The latest loaded filing year is 2023. The filing reports 338 participants and $9,526,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ro-Mac Lumber & Supply, Inc.
EIN
59-0564454
Plan number
002
Plan type
2
Location
Leesburg, FL
Latest filing year
2023
Participants
338
End-of-year plan assets
$9,526,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023338H, C20241016131746NAL0017786851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,526,150
Total liabilities (EOY)
$0
Net assets (EOY)
$9,526,150
Net assets (BOY)
$7,470,229

Income & contributions

Employer contributions
$372,836
Participant contributions
$1,011,007
Total contributions
$1,383,843
Total income / additions
$2,500,909

Expenses & distributions

Benefits paid
$404,784
Administrative expenses
$40,204
Total expenses
$444,988
Net increase / (decrease)
$2,055,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Inc.N/A$21,501not reported in the loaded dataset2023
At Retirement Services, LLCN/A$18,703not reported in the loaded dataset2023

Related Form 5500 pages