2023 Form 5500 filing — Rocket Industrial Employee'S 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 20241014150856NAL0013506707001) for Rocket Industrial Employee'S 401(K) Retirement Plan, reported by Rocket Industrial, Inc. under EIN 39-6059764 and plan number 001. It reports 164 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)$12.9MReported net assets$12,858,334
Participants164
Provider compensation$53.6K2 Schedule C row(s)$53,582
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014150856NAL0013506707001
Plan sponsor
Rocket Industrial, Inc.
EIN
39-6059764
Plan number
001
Location
Wausau, WI
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)$13.2M total assets
Net assets$12.9MLiabilities$351.4K
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$357.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$13,209,702
Total liabilities (EOY)
$351,368
Net assets (EOY)
$12,858,334
Employer contributions
$357,733
Participant contributions
$1,400,632
Total income / additions
$3,508,679
Benefits paid
$1,408,112
Administrative expenses
$53,582
Total expenses
$1,461,694
Net increase / (decrease)
$2,046,985
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $46.7K · Indirect $0
  2. 2
    NONE · Direct $6.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150856NAL0013506707001 cover?
It is the 2023 Form 5500 filing for Rocket Industrial Employee'S 401(K) Retirement Plan, reported by Rocket Industrial, Inc. (EIN 39-6059764).
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).

Related Form 5500 pages