2023 Form 5500 filing — Rochester Auto Group 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909114827NAL0002763827001) for Rochester Auto Group 401(K) Profit Sharing Plan, reported by Rochester Motor Company, Inc. under EIN 91-1992856 and plan number 001. It reports 551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909114827NAL0002763827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Motor Company, Inc.
- EIN
- 91-1992856
- Plan number
- 001
- Location
- Rochester, MN
- Participants
- 551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,628,653
- Total liabilities (EOY)
- $90,038
- Net assets (EOY)
- $12,538,615
- Employer contributions
- $253,755
- Participant contributions
- $1,292,629
- Total income / additions
- $3,567,088
- Benefits paid
- $814,586
- Administrative expenses
- $77,469
- Total expenses
- $892,055
- Net increase / (decrease)
- $2,675,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $34,775 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgmt | ADVISOR | $26,352 | not reported in the loaded dataset |
| Ascensus Holdings, Inc. | PLAN ADMIN | $14,646 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $1,695 | not reported in the loaded dataset |