2023 Form 5500 filing — Roechling Industrial Gastonia 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 20241009073311NAL0018860049001) for Roechling Industrial Gastonia 401(K) Plan, reported by Roechling Industrial Gastonia under EIN 56-1572226 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.5MReported net assets$19,464,984

Participants279

Provider compensation$108.6K4 Schedule C row(s)$108,564

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009073311NAL0018860049001
Plan sponsor: Roechling Industrial Gastonia
EIN: 56-1572226
Plan number: 001
Location: Dallas, NC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.5M total assets

Net assets$19.5MLiabilities$0

Money in vs. money out

Total income / additions$4.5M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$412.3K

Participant$1.3M

Full reported line items

Total assets (EOY): $19,464,984
Total liabilities (EOY): $0
Net assets (EOY): $19,464,984
Employer contributions: $412,306
Participant contributions: $1,285,864
Total income / additions: $4,452,000
Benefits paid: $2,069,655
Administrative expenses: $65,946
Total expenses: $2,141,218
Net increase / (decrease): $2,310,782

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$63.9K
CONTRACT ADMINISTRATOR · Direct $63.9K · Indirect $0
2
Edward Jones$35.2K
INVESTMENT ADVISORY · Direct $0 · Indirect $35.2K
3
Ascensus$9.5K
CONTRACT ADMINISTRATOR · Direct $2.1K · Indirect $7.4K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009073311NAL0018860049001 cover?: It is the 2023 Form 5500 filing for Roechling Industrial Gastonia 401(K) Plan, reported by Roechling Industrial Gastonia (EIN 56-1572226).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).