2023 Form 5500 filing — Rotating Machinery Services, Inc. 401(K) P/S 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 20240923074002NAL0006506035001) for Rotating Machinery Services, Inc. 401(K) P/S Plan, reported by Rotating Machinery Services, Inc. under EIN 23-2950867 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923074002NAL0006506035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rotating Machinery Services, Inc.
- EIN
- 23-2950867
- Plan number
- 001
- Location
- Bethlehem, PA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,044,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,044,093
- Employer contributions
- $1,597,801
- Participant contributions
- $3,184,656
- Total income / additions
- $9,202,942
- Benefits paid
- $4,290,771
- Administrative expenses
- $131,600
- Total expenses
- $4,422,371
- Net increase / (decrease)
- $4,780,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $67,530 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $64,070 | $0 |