2023 Form 5500 filing — Rowley 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 20241008104206NAL0009558435001) for Rowley 401(K) Plan, reported by Rowley Brothers, Inc under EIN 38-1548597 and plan number 003. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104206NAL0009558435001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rowley Brothers, Inc
- EIN
- 38-1548597
- Plan number
- 003
- Location
- Bay City, MI
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,093,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,093,501
- Employer contributions
- $393,883
- Participant contributions
- $931,348
- Total income / additions
- $4,669,080
- Benefits paid
- $687,356
- Administrative expenses
- $91,043
- Total expenses
- $785,218
- Net increase / (decrease)
- $3,883,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri Star Trust Bank | ADVISOR | $51,352 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $36,523 | $0 |