Swenson Granite 401(K) Retirement Plan — Form 5500 plan (Rock Of Ages Corporation)
Plain-English plan 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, Swenson Granite 401(K) Retirement Plan is a benefit plan reported by Rock Of Ages Corporation under EIN 03-0153200 and plan number 003. The latest loaded filing year is 2023. The filing reports 181 participants and $31,181,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rock Of Ages Corporation
- EIN
- 03-0153200
- Plan number
- 003
- Plan type
- 2
- Location
- Grantieville, VT
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $31,181,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241011101758NAL0022553585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,181,927
- Net assets (EOY)
- $31,181,927
- Net assets (BOY)
- $30,047,771
Income & contributions
- Employer contributions
- $991,492
- Participant contributions
- $991,170
- Total contributions
- $2,092,884
- Total income / additions
- $6,376,287
Expenses & distributions
- Benefits paid
- $5,037,731
- Administrative expenses
- $15,682
- Total expenses
- $5,053,413
- Net increase / (decrease)
- $1,322,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Caron & Bletzer, Pllc | AUDITOR | $12,000 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,637 | not reported in the loaded dataset | 2023 |
| Plan Integrity Partners, LLC | CONTRACT ADMIN - TPA | $1,170 | $0 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISO R | $0 | $1,068 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rock Of Ages Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Grantieville, VT
- Caron & Bletzer, Pllc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Plan Integrity Partners, LLC — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation