Roland Machinery Company Employee Benefit Plan And Trust — Form 5500 plan (Roland Machinery 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, Roland Machinery Company Employee Benefit Plan And Trust is a benefit plan reported by Roland Machinery Company under EIN 37-1324032 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $40,435,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roland Machinery Company
- EIN
- 37-1324032
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $40,435,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20240830124431NAL0008381283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,435,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,435,826
- Net assets (BOY)
- $33,391,030
Income & contributions
- Employer contributions
- $1,476,350
- Participant contributions
- $1,907,599
- Total contributions
- $3,794,487
- Total income / additions
- $9,753,238
Expenses & distributions
- Benefits paid
- $2,630,811
- Administrative expenses
- $77,631
- Total expenses
- $2,708,442
- Net increase / (decrease)
- $7,044,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $57,881 | $0 | 2023 |
| Sikich | ACCOUNTANT | $19,750 | not reported in the loaded dataset | 2023 |