2023 Form 5500 filing — Rockworks, LLC 401(K) 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 20240925113331NAL0026602482001) for Rockworks, LLC 401(K) Plan, reported by Rockworks, LLC under EIN 91-1977791 and plan number 001. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,794,894
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925113331NAL0026602482001
Plan sponsor
Rockworks, LLC
EIN
91-1977791
Plan number
001
Location
Lake Stevens, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$763.6K
Total expenses$59.6K
Benefits paid / distributions$45.2K
Contributions
Employer$73.3K
Participant$203.2K
Full reported line items
Total assets (EOY)
$2,794,894
Total liabilities (EOY)
$0
Net assets (EOY)
$2,794,894
Employer contributions
$73,274
Participant contributions
$203,220
Total income / additions
$763,629
Benefits paid
$45,245
Administrative expenses
$14,381
Total expenses
$59,626
Net increase / (decrease)
$704,003

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925113331NAL0026602482001 cover?
It is the 2023 Form 5500 filing for Rockworks, LLC 401(K) Plan, reported by Rockworks, LLC (EIN 91-1977791).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages