2023 Form 5500 filing — Roller Bearing Company Of America Nonexempt Section 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 20241015132439NAL0028565569001) for Roller Bearing Company Of America Nonexempt Section 401(K) Plan, reported by Roller Bearing Co Of America Inc. under EIN 03-0399269 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132439NAL0028565569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roller Bearing Co Of America Inc.
- EIN
- 03-0399269
- Plan number
- 001
- Location
- Oxford, CT
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,075,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,075,137
- Employer contributions
- $457,522
- Participant contributions
- $618,202
- Total income / additions
- $2,537,285
- Benefits paid
- $1,295,452
- Administrative expenses
- $18,145
- Total expenses
- $1,313,597
- Net increase / (decrease)
- $1,223,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $26,372 | $0 |
| Vanguard Advisers Inc. | NONE | $2,970 | not reported in the loaded dataset |