2023 Form 5500 filing — Finzer Roller, Inc. Salary Savings 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 20241015070820NAL0028904561001) for Finzer Roller, Inc. Salary Savings Plan, reported by Finzer Roller, Inc under EIN 36-2674349 and plan number 001. It reports 363 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)$26.9MReported net assets$26,905,974
Participants363
Provider compensation$15.8K2 Schedule C row(s)$15,849
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015070820NAL0028904561001
Plan sponsor
Finzer Roller, Inc
EIN
36-2674349
Plan number
001
Location
Itasca, IL
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)$26.9M total assets
Net assets$26.9MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$510.8K
Participant$1.6M
Full reported line items
Total assets (EOY)
$26,905,974
Total liabilities (EOY)
$0
Net assets (EOY)
$26,905,974
Employer contributions
$510,811
Participant contributions
$1,587,372
Total income / additions
$5,249,116
Benefits paid
$1,822,768
Administrative expenses
$15,850
Total expenses
$1,877,399
Net increase / (decrease)
$3,371,717
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$15.8K
    RECORD KEEPER · Direct $15.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015070820NAL0028904561001 cover?
It is the 2023 Form 5500 filing for Finzer Roller, Inc. Salary Savings Plan, reported by Finzer Roller, Inc (EIN 36-2674349).
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