2023 Form 5500 filing — Roechling Automotive Usa Llp 401k 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 20241205154141NAL0003141571001) for Roechling Automotive Usa Llp 401k Plan, reported by Roechling Automotive Usa Llp under EIN 57-1074661 and plan number 001. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205154141NAL0003141571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roechling Automotive Usa Llp
- EIN
- 57-1074661
- Plan number
- 001
- Location
- Duncan, SC
- Participants
- 855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,235,878
- Total liabilities (EOY)
- $54,576
- Net assets (EOY)
- $18,181,302
- Employer contributions
- $627,501
- Participant contributions
- $1,641,636
- Total income / additions
- $4,661,244
- Benefits paid
- $1,372,201
- Administrative expenses
- $47,674
- Total expenses
- $1,427,512
- Net increase / (decrease)
- $3,233,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $32,062 | not reported in the loaded dataset |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $19,288 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,874 | not reported in the loaded dataset |
| Bkd, Llp | INVESTMENT ADVISOR | $9,450 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $0 | $0 |