2023 Form 5500 filing — The Rockhill Group, Inc. Retirement 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 20240924044936NAL0007218947001) for The Rockhill Group, Inc. Retirement Plan, reported by The Rockhill Group, Inc. under EIN 20-1836715 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924044936NAL0007218947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rockhill Group, Inc.
- EIN
- 20-1836715
- Plan number
- 001
- Location
- Molino, FL
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,873,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,873,299
- Employer contributions
- $238,578
- Participant contributions
- $666,891
- Total income / additions
- $2,160,329
- Benefits paid
- $2,564,092
- Administrative expenses
- $42,176
- Total expenses
- $2,647,628
- Net increase / (decrease)
- -$487,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $5,141 | not reported in the loaded dataset |
| Edward D Jones & Co, Lp | REGISTERED INV ADVISOR | $4,460 | not reported in the loaded dataset |
| Future Plan By Ascensus | THIRD PARTY ADMINISTRATO | $0 | $4,232 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $3,189 |
| John Hancock Usa | RECORDKEEPER | $1,000 | not reported in the loaded dataset |
| Wilshire Associates Inc | REGISTERED INV ADVISOR | $255 | not reported in the loaded dataset |