Plan5500

Rowe Engineering, Inc. 401(K) Plan — Form 5500 plan (Rowe, 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, Rowe Engineering, Inc. 401(K) Plan is a benefit plan reported by Rowe, Inc. under EIN 38-1867099 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $26,551,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rowe, Inc.
EIN
38-1867099
Plan number
001
Plan type
2
Location
Flint, MI
Latest filing year
2023
Participants
250
End-of-year plan assets
$26,551,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241008135137NAL0008426627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,551,718
Total liabilities (EOY)
$0
Net assets (EOY)
$26,551,718
Net assets (BOY)
$22,561,502

Income & contributions

Employer contributions
$652,362
Participant contributions
$1,731,262
Total contributions
$2,430,647
Total income / additions
$6,877,120

Expenses & distributions

Benefits paid
$2,823,688
Administrative expenses
$54,765
Total expenses
$2,886,904
Net increase / (decrease)
$3,990,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$34,989not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$19,776$02023

Related Form 5500 pages