Roechling Automotive Usa Llp 401k Plan — Form 5500 plan (Roechling Automotive Usa Llp)
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, Roechling Automotive Usa Llp 401k Plan is a benefit plan reported by Roechling Automotive Usa Llp under EIN 57-1074661 and plan number 001. The latest loaded filing year is 2023. The filing reports 855 participants and $18,235,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roechling Automotive Usa Llp
- EIN
- 57-1074661
- Plan number
- 001
- Plan type
- 2
- Location
- Duncan, SC
- Latest filing year
- 2023
- Participants
- 855
- End-of-year plan assets
- $18,235,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 855 | H, C | 20241205154141NAL0003141571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,235,878
- Total liabilities (EOY)
- $54,576
- Net assets (EOY)
- $18,181,302
- Net assets (BOY)
- $14,947,570
Income & contributions
- Employer contributions
- $627,501
- Participant contributions
- $1,641,636
- Total contributions
- $2,283,119
- Total income / additions
- $4,661,244
Expenses & distributions
- Benefits paid
- $1,372,201
- Administrative expenses
- $47,674
- Total expenses
- $1,427,512
- Net increase / (decrease)
- $3,233,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $32,062 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $19,288 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,874 | not reported in the loaded dataset | 2023 |
| Bkd, Llp | INVESTMENT ADVISOR | $9,450 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roechling Automotive Usa Llp
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Duncan, SC
- Global Retirement Partners — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Bkd, Llp — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation