2023 Form 5500 filing — American Roller Company 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 20241003133729NAL0004887507001) for American Roller Company Retirement Plan, reported by American Roller Company, LLC under EIN 20-0406363 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133729NAL0004887507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Roller Company, LLC
- EIN
- 20-0406363
- Plan number
- 001
- Location
- Union Grove, WI
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,633,908
- Net assets (EOY)
- $28,633,908
- Employer contributions
- $408,627
- Participant contributions
- $1,152,089
- Total income / additions
- $5,898,120
- Benefits paid
- $3,495,820
- Administrative expenses
- $70,178
- Total expenses
- $3,565,998
- Net increase / (decrease)
- $2,332,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $46,544 | $0 |
| Resources Investment Advisors | ADVISOR | $23,633 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |