2023 Form 5500 filing — Rockler Companies, Inc. 401(K) And Profit Sharing 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 20241014103948NAL0044184480001) for Rockler Companies, Inc. 401(K) And Profit Sharing Plan, reported by Rockler Companies, Inc. under EIN 41-0758047 and plan number 001. It reports 802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103948NAL0044184480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockler Companies, Inc.
- EIN
- 41-0758047
- Plan number
- 001
- Location
- Medina, MN
- Participants
- 802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,081,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,081,161
- Employer contributions
- $543,282
- Participant contributions
- $1,473,511
- Total income / additions
- $7,305,462
- Benefits paid
- $5,733,367
- Administrative expenses
- $56,775
- Total expenses
- $5,790,142
- Net increase / (decrease)
- $1,515,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Retirement Solution | ADVISOR | $41,667 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,498 | $0 |