2023 Form 5500 filing — The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company
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 20241008104103NAL0008269827001) for The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company, reported by Roaring Spring Blank Book Company under EIN 23-1023880 and plan number 005. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104103NAL0008269827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roaring Spring Blank Book Company
- EIN
- 23-1023880
- Plan number
- 005
- Location
- Roaring Spring, PA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,575,741
- Net assets (EOY)
- $9,575,741
- Employer contributions
- $108,891
- Participant contributions
- $235,314
- Total income / additions
- $2,150,832
- Benefits paid
- $1,693,319
- Administrative expenses
- $39,099
- Total expenses
- $1,732,418
- Net increase / (decrease)
- $418,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $35,026 | $0 |
| Cambridge Investment Research | BROKER | $0 | $5,535 |