Rockler Companies, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Rockler Companies, 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, Rockler Companies, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Rockler Companies, Inc. under EIN 41-0758047 and plan number 001. The latest loaded filing year is 2023. The filing reports 802 participants and $31,081,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rockler Companies, Inc.
EIN
41-0758047
Plan number
001
Plan type
2
Location
Medina, MN
Latest filing year
2023
Participants
802
End-of-year plan assets
$31,081,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023802H, C20241014103948NAL0044184480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,081,161
Total liabilities (EOY)
$0
Net assets (EOY)
$31,081,161
Net assets (BOY)
$29,565,841

Income & contributions

Employer contributions
$543,282
Participant contributions
$1,473,511
Total contributions
$2,218,342
Total income / additions
$7,305,462

Expenses & distributions

Benefits paid
$5,733,367
Administrative expenses
$56,775
Total expenses
$5,790,142
Net increase / (decrease)
$1,515,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Retirement SolutionADVISOR$41,667not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,498$02023

Related Form 5500 pages