Plan5500

Rocket Ems — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rocket Ems (EIN 27-4319955) is a plan sponsor located in Santa Clara, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4319955
Location
Santa Clara, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rocket Ems

  • 2 loaded plans hold $6.4M in reported assets.
  • The largest, Rocket Ems, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 576 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,379,965
Total reported assets$6.4M$6,430,733
Total reported participants576
Total reported liabilities$50.8K$50,768

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$50.8K
Contributions & income
Employer contributions$119.4K
Participant contributions$1.1M
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$149.2K
Total expenses$150.4K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rocket Ems, Inc. 401(K) Plan
Participants per plan288Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rocket Ems, Inc. 401(K) Plan$6.4M
    Plan #001 · 293 participants · 2023
  2. 2
    Rocket Ems Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 283 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rocket Ems. Open one for its full reported snapshot.

  1. 2023
    Rocket Ems Health And Welfare Plan283 participants · 2No schedules
    View filing →
  2. 2023
    Rocket Ems, Inc. 401(K) Plan293 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rocket Ems report on Form 5500?
Rocket Ems (EIN 27-4319955) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rocket Ems?
The Employer Identification Number (EIN) reported for Rocket Ems is 27-4319955.
What is the latest Form 5500 filing year for Rocket Ems?
The latest loaded Form 5500 filing year for Rocket Ems is 2023.

Related Form 5500 pages