2023 Form 5500 filing — Rosenberger Usa Corp 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 20241011132843NAL0021938881001) for Rosenberger Usa Corp 401(K) Plan, reported by Rosenberger Usa Corp under EIN 98-0166986 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132843NAL0021938881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosenberger Usa Corp
- EIN
- 98-0166986
- Plan number
- 001
- Location
- Akron, PA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,602,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,602,714
- Employer contributions
- $745,622
- Participant contributions
- $1,054,382
- Total income / additions
- $3,500,797
- Benefits paid
- $844,203
- Administrative expenses
- $55,119
- Total expenses
- $900,191
- Net increase / (decrease)
- $2,600,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $55,048 | $0 |
| Valley Forge Investment Consultants | SERVICE PROVIDER | $0 | $30,078 |