401k Plan data: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN plan

ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROI COMMERCIAL FINANCE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROI COMMERCIAL FINANCE SOLUTIONS, INC.

Employer identification number (EIN): 824698180

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about ROI COMMERCIAL FINANCE SOLUTIONS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-03-07

Company Identification Number: 0802954531

Legal Registered Office Address: 2407 WEATHERFORD DR

PEARLAND
United States of America (USA)
77584

More information about ROI COMMERCIAL FINANCE SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-03-09 VINCENT MITCHELL

Plan Statistics for ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-09 1
Total number of active participants reported on line 7a of the Form 5500 2018-03-09 1
Number of retired or separated participants receiving benefits 2018-03-09 0
Number of other retired or separated participants entitled to future benefits 2018-03-09 0
Total of all active and inactive participants 2018-03-09 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-09 0
Total participants 2018-03-09 1
Number of participants with account balances 2018-03-09 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-09 0

Measure	Date	Value
2023: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-09	1
Total number of active participants reported on line 7a of the Form 5500	2018-03-09	1
Number of retired or separated participants receiving benefits	2018-03-09	0
Number of other retired or separated participants entitled to future benefits	2018-03-09	0
Total of all active and inactive participants	2018-03-09	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-09	0
Total participants	2018-03-09	1
Number of participants with account balances	2018-03-09	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-09	0

Financial Data on ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-13	$-668
Expenses. Total of all expenses incurred	2023-12-13	$2,351
Benefits paid (including direct rollovers)	2023-12-13	$2,336
Total plan assets at end of year	2023-12-13	$0
Total plan assets at beginning of year	2023-12-13	$3,019
Expenses. Other expenses not covered elsewhere	2023-12-13	$15
Other income received	2023-12-13	$-668
Net income (gross income less expenses)	2023-12-13	$-3,019
Net plan assets at end of year (total assets less liabilities)	2023-12-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-13	$3,019
Assets. Value of employer securities	2023-12-13	$0
2022 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,284
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$3,019
Total plan assets at beginning of year	2022-12-31	$4,303
Other income received	2022-12-31	$-1,284
Net income (gross income less expenses)	2022-12-31	$-1,284
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,019
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,303
Assets. Value of employer securities	2022-12-31	$675
2021 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-12,595
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,303
Total plan assets at beginning of year	2021-12-31	$16,898
Total contributions received or receivable from participants	2021-12-31	$0
Other income received	2021-12-31	$-12,595
Net income (gross income less expenses)	2021-12-31	$-12,595
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,303
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,898
Assets. Value of employer securities	2021-12-31	$1,963
Total contributions received or receivable from employer(s)	2021-12-31	$0
2020 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$443
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$16,898
Total plan assets at beginning of year	2020-12-31	$16,455
Total contributions received or receivable from participants	2020-12-31	$0
Other income received	2020-12-31	$443
Net income (gross income less expenses)	2020-12-31	$443
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,898
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$16,455
Assets. Value of employer securities	2020-12-31	$14,558
Total contributions received or receivable from employer(s)	2020-12-31	$0
2019 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-58,739
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$16,455
Total plan assets at beginning of year	2019-12-31	$75,194
Total contributions received or receivable from participants	2019-12-31	$127
Other income received	2019-12-31	$-58,866
Net income (gross income less expenses)	2019-12-31	$-58,739
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$16,455
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$75,194
Assets. Value of employer securities	2019-12-31	$14,120
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$75,194
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$75,194
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$210
Contributions received from other sources (not participants or employers)	2018-12-31	$75,000
Other income received	2018-12-31	$-16
Net income (gross income less expenses)	2018-12-31	$75,194
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$75,194
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$73,000
Total contributions received or receivable from employer(s)	2018-12-31	$0

Form 5500 Responses for ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN

2023: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROI COMMERCIAL FINANCE SOLUTIONS, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-09	Type of plan entity	Single employer plan
2018-03-09	First time form 5500 has been submitted	Yes
2018-03-09	Submission has been amended	No
2018-03-09	This submission is the final filing	No
2018-03-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-03-09	Plan is a collectively bargained plan	No
2018-03-09	Plan funding arrangement – Trust	Yes
2018-03-09	Plan benefit arrangement - Trust	Yes

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Company Name:	ROI COMMERCIAL FINANCE SOLUTIONS, INC.
Employer identification number (EIN):	824698180
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-03-07
Company Identification Number:	0802954531
Legal Registered Office Address:	2407 WEATHERFORD DR PEARLAND United States of America (USA) 77584