2023 Form 5500 filing — Rockford Toolcraft, Inc. 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 20241015144208NAL0014867891001) for Rockford Toolcraft, Inc. Retirement Plan, reported by Rockford Toolcraft, Inc. under EIN 36-2770957 and plan number 001. It reports 397 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)$24.1MReported net assets$24,123,981
Participants397
Provider compensation$61.1K3 Schedule C row(s)$61,105
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144208NAL0014867891001
Plan sponsor
Rockford Toolcraft, Inc.
EIN
36-2770957
Plan number
001
Location
Rockford, 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)$24.1M total assets
Net assets$24.1MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$233.7K
Participant$941.6K
Full reported line items
Total assets (EOY)
$24,123,981
Total liabilities (EOY)
$0
Net assets (EOY)
$24,123,981
Employer contributions
$233,723
Participant contributions
$941,623
Total income / additions
$5,239,939
Benefits paid
$1,606,068
Administrative expenses
$65,909
Total expenses
$1,707,327
Net increase / (decrease)
$3,532,612
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $40.1K
  2. 2
    NONE · Direct $21K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144208NAL0014867891001 cover?
It is the 2023 Form 5500 filing for Rockford Toolcraft, Inc. Retirement Plan, reported by Rockford Toolcraft, Inc. (EIN 36-2770957).
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