Rochester Homes, Inc. — Form 5500 plan (Rochester Homes, 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, Rochester Homes, Inc. is a benefit plan reported by Rochester Homes, Inc. under EIN 35-1268701 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $1,679,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rochester Homes, Inc.
EIN
35-1268701
Plan number
001
Plan type
2
Location
Rochester, IN
Latest filing year
2023
Participants
115
End-of-year plan assets
$1,679,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241013090619NAL0013960019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,679,403
Total liabilities (EOY)
$0
Net assets (EOY)
$1,679,403
Net assets (BOY)
$1,312,381

Income & contributions

Participant contributions
$220,908
Total contributions
$227,826
Total income / additions
$496,997

Expenses & distributions

Benefits paid
$99,733
Administrative expenses
$30,242
Total expenses
$129,975
Net increase / (decrease)
$367,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher Asset Management LLCINVESTMENT/FINANCIAL ADVI$17,424$02023
Adp, Inc.RECORD KEEPER$12,817$02023

Related Form 5500 pages