Rooms To Go Retirement Plan — Form 5500 plan (Rooms To Go)

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, Rooms To Go Retirement Plan is a benefit plan reported by Rooms To Go under EIN 66-0562251 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $4,439,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rooms To Go
EIN
66-0562251
Plan number
001
Plan type
2
Location
Bayamon, PR
Latest filing year
2023
Participants
221
End-of-year plan assets
$4,439,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241014133625NAL0027410017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,439,726
Total liabilities (EOY)
$0
Net assets (EOY)
$4,439,726
Net assets (BOY)
$3,562,473

Income & contributions

Employer contributions
$66,193
Participant contributions
$330,935
Total contributions
$413,413
Total income / additions
$985,698

Expenses & distributions

Benefits paid
$103,113
Administrative expenses
$5,332
Total expenses
$108,445
Net increase / (decrease)
$877,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Administrators Group, Inc.RECORDKEEPER$0$02023
Fidelity InvestmentsINVESTMENTS$0$02023

Related Form 5500 pages