Rochester Electronics, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Rochester Electronics, LLC)

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, Rochester Electronics, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Rochester Electronics, LLC under EIN 04-2773564 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $64,361,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rochester Electronics, LLC
EIN
04-2773564
Plan number
001
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
779
End-of-year plan assets
$64,361,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023779H, C20250812130626NAL0007237411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,361,399
Total liabilities (EOY)
$133,251
Net assets (EOY)
$64,228,148
Net assets (BOY)
$48,195,663

Income & contributions

Employer contributions
$2,236,580
Participant contributions
$4,950,363
Total contributions
$8,649,618
Total income / additions
$21,093,096

Expenses & distributions

Benefits paid
$4,826,560
Administrative expenses
$222,245
Total expenses
$5,060,611
Net increase / (decrease)
$16,032,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaINVESTMENT MANAGEMENT$68,169not reported in the loaded dataset2023
Angell Pension GroupTHIRD PARTY ADMINISTRATO$0$27,2872023

Related Form 5500 pages