Rockford Manufacturing Company Savings Plan — Form 5500 plan (Rockford Manufacturing Company)
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, Rockford Manufacturing Company Savings Plan is a benefit plan reported by Rockford Manufacturing Company under EIN 62-0342620 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $18,269,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockford Manufacturing Company
- EIN
- 62-0342620
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, TN
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $18,269,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240613121522NAL0014515139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,269,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,269,994
- Net assets (BOY)
- $16,505,237
Income & contributions
- Employer contributions
- $531,053
- Participant contributions
- $357,589
- Total contributions
- $888,642
- Total income / additions
- $2,905,457
Expenses & distributions
- Benefits paid
- $1,043,326
- Administrative expenses
- $97,374
- Total expenses
- $1,140,700
- Net increase / (decrease)
- $1,764,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buckingham Strategic Advisors | ADVISOR | $70,622 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc | RECORD-KEEPER | $12,555 | $0 | 2023 |
| Robert A Brown, Cpa | AUDITOR | $7,400 | $0 | 2023 |
| Newport Group, Inc | TRUSTEE | $6,797 | $0 | 2023 |