Plan5500

Roush Holdings, Inc. 401(K) 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, Inc. 401(K) Plan is a benefit plan reported by Roush Holdings, Inc. under EIN 81-4228008 and plan number 004. The latest loaded filing year is 2023. The filing reports 428 participants and $20,161,041 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
004
Plan type
2
Location
Westerville, OH
Latest filing year
2023
Participants
428
End-of-year plan assets
$20,161,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023428H, C20240730161510NAL0032380608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,161,041
Total liabilities (EOY)
$196,301
Net assets (EOY)
$19,964,740
Net assets (BOY)
$16,031,162

Income & contributions

Participant contributions
$1,219,717
Total contributions
$1,401,479
Total income / additions
$4,317,816

Expenses & distributions

Benefits paid
$375,739
Administrative expenses
$8,499
Total expenses
$384,238
Net increase / (decrease)
$3,933,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$34,311not reported in the loaded dataset2023
Coastal Pension ServicesCONTRACT ADMINISTRATOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages