2023 Form 5500 filing — Roechling Industrial Cleveland 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 20250715065502NAL0001386755001) for Roechling Industrial Cleveland 401(K) Retirement Plan, reported by Roechling Industrial Cleveland under EIN 26-1715912 and plan number 002. It reports 179 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)$14.8MReported net assets$14,811,416

Participants179

Provider compensation$85.4K4 Schedule C row(s)$85,385

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250715065502NAL0001386755001
Plan sponsor: Roechling Industrial Cleveland
EIN: 26-1715912
Plan number: 002
Location: Cleveland, OH
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)$14.8M total assets

Net assets$14.8MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$295.1K

Participant$811.8K

Full reported line items

Total assets (EOY): $14,811,416
Total liabilities (EOY): $0
Net assets (EOY): $14,811,416
Employer contributions: $295,064
Participant contributions: $811,803
Total income / additions: $3,669,146
Benefits paid: $1,587,400
Administrative expenses: $52,482
Total expenses: $1,639,882
Net increase / (decrease): $2,029,264

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$50.3K
CONTRACT ADMINISTRATOR · Direct $50.3K · Indirect $0
2
Edward Jones$26.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $26.5K
3
Ascensus$8.6K
CONTRACT ADMINISTRATOR · Direct $3K · Indirect $5.7K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715065502NAL0001386755001 cover?: It is the 2023 Form 5500 filing for Roechling Industrial Cleveland 401(K) Retirement Plan, reported by Roechling Industrial Cleveland (EIN 26-1715912).
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).