Rogers-O'Brien Construction Company, LLC 401(K) Plan — Form 5500 plan (Rogers-O'Brien Construction Company, LLC)

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, Rogers-O'Brien Construction Company, LLC 401(K) Plan is a benefit plan reported by Rogers-O'Brien Construction Company, LLC under EIN 68-0588178 and plan number 002. The latest loaded filing year is 2023. The filing reports 587 participants and $49,272,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers-O'Brien Construction Company, LLC
EIN
68-0588178
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
587
End-of-year plan assets
$49,272,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023587H, C20241011155630NAL0023163473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,272,223
Total liabilities (EOY)
$0
Net assets (EOY)
$49,272,223
Net assets (BOY)
$39,571,610

Income & contributions

Employer contributions
$1,394,431
Participant contributions
$3,961,342
Total contributions
$5,497,801
Total income / additions
$12,666,949

Expenses & distributions

Benefits paid
$2,893,985
Administrative expenses
$72,351
Total expenses
$2,966,336
Net increase / (decrease)
$9,700,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$72,350$10,9042023

Related Form 5500 pages