Rolling Rock Club Employees 401(K) Savings Plan — Form 5500 plan (Rolling Rock Club)
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, Rolling Rock Club Employees 401(K) Savings Plan is a benefit plan reported by Rolling Rock Club under EIN 25-0763060 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $7,142,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolling Rock Club
- EIN
- 25-0763060
- Plan number
- 002
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $7,142,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241015095524NAL0048735936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,142,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,142,936
- Net assets (BOY)
- $6,117,890
Income & contributions
- Employer contributions
- $200,219
- Participant contributions
- $487,935
- Total contributions
- $725,390
- Total income / additions
- $1,783,087
Expenses & distributions
- Benefits paid
- $722,997
- Administrative expenses
- $35,044
- Total expenses
- $758,041
- Net increase / (decrease)
- $1,025,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $15,764 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $9,368 | not reported in the loaded dataset | 2023 |
| Pb Mares, Llp | AUDITOR | $8,902 | not reported in the loaded dataset | 2023 |