Plan5500

H. E. Rohrer, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (H.E. Rohrer, Inc.)

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, H. E. Rohrer, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by H.E. Rohrer, Inc. under EIN 23-1875250 and plan number 001. The latest loaded filing year is 2023. The filing reports 898 participants and $4,852,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.E. Rohrer, Inc.
EIN
23-1875250
Plan number
001
Plan type
2
Location
Duncannon, PA
Latest filing year
2023
Participants
898
End-of-year plan assets
$4,852,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023898H, C20241009115044NAL0009164819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,852,551
Total liabilities (EOY)
$0
Net assets (EOY)
$4,852,551
Net assets (BOY)
$4,089,936

Income & contributions

Employer contributions
$47,007
Participant contributions
$267,618
Total contributions
$323,661
Total income / additions
$1,140,680

Expenses & distributions

Benefits paid
$339,466
Administrative expenses
$35,525
Total expenses
$378,065
Net increase / (decrease)
$762,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$20,062$3,1162023
Cambridge Investment Research, Inc.NONE$15,463not reported in the loaded dataset2023

Related Form 5500 pages