2023 Form 5500 filing — Roki America Co., Ltd. 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 20241101102602NAL0003449809001) for Roki America Co., Ltd. 401(K) Retirement Plan, reported by Roki America Co., Ltd under EIN 31-1282544 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101102602NAL0003449809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roki America Co., Ltd
- EIN
- 31-1282544
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,430,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,430,594
- Employer contributions
- $145,392
- Participant contributions
- $740,414
- Total income / additions
- $2,842,833
- Benefits paid
- $1,402,251
- Administrative expenses
- $40,593
- Total expenses
- $1,442,844
- Net increase / (decrease)
- $1,399,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,492 | $8,424 |
| Schneider Downs | ACCOUNTANT | $0 | $7,500 |
| Roki America Co. Ltd. | ACCOUNTANT | $5,101 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |