Plan5500

The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company — Form 5500 plan (Roaring Spring Blank Book Company)

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, The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company is a benefit plan reported by Roaring Spring Blank Book Company under EIN 23-1023880 and plan number 005. The latest loaded filing year is 2023. The filing reports 125 participants and $9,575,741 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.6MPlan net assets, end of year$9,575,741
Participants125Covered participants reported
Assets / participant$76.6KComputed: assets ÷ participants$76,606 (computed)
Provider compensation$40.6K2 Schedule C provider row(s)$40,561
Plan sponsor
Roaring Spring Blank Book Company
EIN
23-1023880
Plan number
005
Plan type
2
Location
Roaring Spring, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241008104103NAL0008269827001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities—
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$108.9K
Participant$235.3K
Full reported line items

Net assets

Total assets (EOY)
$9,575,741
Net assets (EOY)
$9,575,741
Net assets (BOY)
$9,157,327

Income & contributions

Employer contributions
$108,891
Participant contributions
$235,314
Total contributions
$594,989
Total income / additions
$2,150,832

Expenses & distributions

Benefits paid
$1,693,319
Administrative expenses
$39,099
Total expenses
$1,732,418
Net increase / (decrease)
$418,414
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income79%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$35,026$02023
Cambridge Investment ResearchBROKER$0$5,5352023

Related Form 5500 pages