2023 Form 5500 filing — Swenson Granite 401(K) 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 20241011101758NAL0022553585001) for Swenson Granite 401(K) Retirement Plan, reported by Rock Of Ages Corporation under EIN 03-0153200 and plan number 003. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101758NAL0022553585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rock Of Ages Corporation
- EIN
- 03-0153200
- Plan number
- 003
- Location
- Grantieville, VT
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,181,927
- Net assets (EOY)
- $31,181,927
- Employer contributions
- $991,492
- Participant contributions
- $991,170
- Total income / additions
- $6,376,287
- Benefits paid
- $5,037,731
- Administrative expenses
- $15,682
- Total expenses
- $5,053,413
- Net increase / (decrease)
- $1,322,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caron & Bletzer, Pllc | AUDITOR | $12,000 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,637 | not reported in the loaded dataset |
| Plan Integrity Partners, LLC | CONTRACT ADMIN - TPA | $1,170 | $0 |
| Morgan Stanley Insurance Services | BROKER/ADVISO R | $0 | $1,068 |