Rowmark, LLC Retirement Plan — Form 5500 plan (Rowmark, 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, Rowmark, LLC Retirement Plan is a benefit plan reported by Rowmark, LLC under EIN 20-5966443 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $18,359,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rowmark, LLC
EIN
20-5966443
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
317
End-of-year plan assets
$18,359,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241014070404NAL0026740321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,359,841
Total liabilities (EOY)
$23,462
Net assets (EOY)
$18,336,379
Net assets (BOY)
$15,056,029

Income & contributions

Employer contributions
$365,524
Participant contributions
$695,741
Total contributions
$1,347,687
Total income / additions
$4,369,828

Expenses & distributions

Benefits paid
$1,007,626
Administrative expenses
$81,852
Total expenses
$1,089,478
Net increase / (decrease)
$3,280,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Venture Visionary PartnersSERVICE PROVIDER$0$20,2832023
Cbiz Benefits And Insurance ServiceTPA$0$7,9642023
Voya Retirement InsuranceSERVICE PROVIDER$0$02023

Related Form 5500 pages