Rotochopper, Inc. First Restated Employee Stock Ownership Plan And Trust — Form 5500 plan (Rotochopper, 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, Rotochopper, Inc. First Restated Employee Stock Ownership Plan And Trust is a benefit plan reported by Rotochopper, Inc. under EIN 39-2038403 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $27,769,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rotochopper, Inc.
- EIN
- 39-2038403
- Plan number
- 002
- Plan type
- 2
- Location
- St. Martin, MN
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $27,769,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241001134821NAL0011815776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,769,839
- Total liabilities (EOY)
- $1,130,352
- Net assets (EOY)
- $26,639,487
- Net assets (BOY)
- $21,342,273
Income & contributions
- Employer contributions
- $100,000
- Total contributions
- $100,000
- Total income / additions
- $5,674,084
Expenses & distributions
- Benefits paid
- $207,005
- Administrative expenses
- $120,432
- Total expenses
- $376,870
- Net increase / (decrease)
- $5,297,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company | NONE | $40,723 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies LLC | NONE | $30,190 | not reported in the loaded dataset | 2023 |
| Polsinelli Law Firm | NONE | $17,705 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Krieg Devault | NONE | $2,814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rotochopper, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Martin, MN
- Argent Trust Company — Schedule C compensation
- Transition Finance Strategies LLC — Schedule C compensation
- Polsinelli Law Firm — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Krieg Devault — Schedule C compensation