Roehl Corporation Incentive Savings Plan — Form 5500 plan (Roehl Corporation)
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, Roehl Corporation Incentive Savings Plan is a benefit plan reported by Roehl Corporation under EIN 39-1222174 and plan number 004. The latest loaded filing year is 2023. The filing reports 19 participants and $22,851,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roehl Corporation
- EIN
- 39-1222174
- Plan number
- 004
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $22,851,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20241203104047NAL0003686848001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $22,851,680
- Net assets (EOY)
- $22,851,680
- Net assets (BOY)
- $20,846,516
Income & contributions
- Employer contributions
- $322,701
- Participant contributions
- $156,029
- Total income / additions
- $3,001,007
Expenses & distributions
- Benefits paid
- $933,887
- Administrative expenses
- $61,956
- Total expenses
- $995,843
- Net increase / (decrease)
- $2,005,164
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.