Ifa Rotorion North America, LLC 401(K) Plan — Form 5500 plan (Ifa Rotorion North America, 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, Ifa Rotorion North America, LLC 401(K) Plan is a benefit plan reported by Ifa Rotorion North America, LLC under EIN 04-3590499 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $13,737,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ifa Rotorion North America, LLC
EIN
04-3590499
Plan number
001
Plan type
2
Location
Summerville, SC
Latest filing year
2023
Participants
717
End-of-year plan assets
$13,737,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023717H, C20240927132439NAL0002332321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,737,097
Total liabilities (EOY)
$22,810
Net assets (EOY)
$13,714,287
Net assets (BOY)
$12,206,032

Income & contributions

Employer contributions
$669,731
Participant contributions
$1,078,020
Total contributions
$1,747,751
Total income / additions
$3,814,324

Expenses & distributions

Benefits paid
$2,209,526
Administrative expenses
$96,543
Total expenses
$2,306,069
Net increase / (decrease)
$1,508,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
South State RpsNONE$63,223not reported in the loaded dataset2023
Elliott Davis LLCNONE$23,875not reported in the loaded dataset2023
Global Retirement Partners LLCNONE$9,445not reported in the loaded dataset2023

Related Form 5500 pages