Rockland, Inc. Profit Sharing Plan — Form 5500 plan (Rockland, 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, Rockland, Inc. Profit Sharing Plan is a benefit plan reported by Rockland, Inc. under EIN 59-1097556 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $20,300,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rockland, Inc.
EIN
59-1097556
Plan number
001
Plan type
2
Location
Bedford, PA
Latest filing year
2023
Participants
531
End-of-year plan assets
$20,300,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20241011141136NAL0012576707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,300,683
Total liabilities (EOY)
$92,317
Net assets (EOY)
$20,208,366
Net assets (BOY)
$16,661,532

Income & contributions

Employer contributions
$605,482
Participant contributions
$1,321,283
Total contributions
$2,113,138
Total income / additions
$4,679,981

Expenses & distributions

Benefits paid
$1,112,304
Administrative expenses
$7,538
Total expenses
$1,133,147
Net increase / (decrease)
$3,546,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Setaway LLCCONTRACT ADMIN$9,107not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$4,443$02023
Empower Advisory Group, LLCINVESTMENT MGMT$236not reported in the loaded dataset2023

Related Form 5500 pages