2023 Form 5500 filing — Rotochopper, Inc. First Restated Employee Stock Ownership Plan And Trust
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 20241001134821NAL0011815776001) for Rotochopper, Inc. First Restated Employee Stock Ownership Plan And Trust, reported by Rotochopper, Inc. under EIN 39-2038403 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001134821NAL0011815776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rotochopper, Inc.
- EIN
- 39-2038403
- Plan number
- 002
- Location
- St. Martin, MN
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,769,839
- Total liabilities (EOY)
- $1,130,352
- Net assets (EOY)
- $26,639,487
- Employer contributions
- $100,000
- Total income / additions
- $5,674,084
- Benefits paid
- $207,005
- Administrative expenses
- $120,432
- Total expenses
- $376,870
- Net increase / (decrease)
- $5,297,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company | NONE | $40,723 | not reported in the loaded dataset |
| Transition Finance Strategies LLC | NONE | $30,190 | not reported in the loaded dataset |
| Polsinelli Law Firm | NONE | $17,705 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $16,000 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $13,000 | not reported in the loaded dataset |
| Krieg Devault | NONE | $2,814 | not reported in the loaded dataset |