C.G. Roxane 401(K) Plan — Form 5500 plan (C.G. Roxane)
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, C.G. Roxane 401(K) Plan is a benefit plan reported by C.G. Roxane under EIN 68-0207100 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $28,145,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.G. Roxane
- EIN
- 68-0207100
- Plan number
- 001
- Plan type
- 2
- Location
- Olancha, CA
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $28,145,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241007064721NAL0007399475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,145,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,145,348
- Net assets (BOY)
- $23,186,159
Income & contributions
- Employer contributions
- $541,000
- Participant contributions
- $1,419,137
- Total contributions
- $1,973,978
- Total income / additions
- $5,693,070
Expenses & distributions
- Benefits paid
- $573,276
- Administrative expenses
- $87,471
- Total expenses
- $733,881
- Net increase / (decrease)
- $4,959,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management, Inc. | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $34,594 | $0 | 2023 |
| Withumsmithbrown, Pc | ACCOUNTANT | $21,408 | $0 | 2023 |
| Mercer | INVESTMENT/FINANCIAL ADVI | $6,468 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.G. Roxane
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Olancha, CA
- Mercer Investment Management, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Withumsmithbrown, Pc — Schedule C compensation
- Mercer — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation