Roush Holdings Employee Stock Ownership Plan — Form 5500 plan (Roush Holdings, 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, Roush Holdings Employee Stock Ownership Plan is a benefit plan reported by Roush Holdings, Inc. under EIN 81-4228008 and plan number 003. The latest loaded filing year is 2023. The filing reports 445 participants and $145,115,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roush Holdings, Inc.
- EIN
- 81-4228008
- Plan number
- 003
- Plan type
- 2
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $145,115,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H | 20240730160658NAL0032356608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,115,400
- Total liabilities (EOY)
- $11,810,214
- Net assets (EOY)
- $133,305,186
- Net assets (BOY)
- $103,496,823
Income & contributions
- Employer contributions
- $8,327,791
- Total contributions
- $8,327,791
- Total income / additions
- $47,799,923
Expenses & distributions
- Benefits paid
- $17,642,748
- Administrative expenses
- $0
- Total expenses
- $17,991,560
- Net increase / (decrease)
- $29,808,363
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.