Rosenberger Usa Corp 401(K) Plan — Form 5500 plan (Rosenberger Usa Corp)
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, Rosenberger Usa Corp 401(K) Plan is a benefit plan reported by Rosenberger Usa Corp under EIN 98-0166986 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $11,602,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosenberger Usa Corp
- EIN
- 98-0166986
- Plan number
- 001
- Plan type
- 2
- Location
- Akron, PA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $11,602,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241011132843NAL0021938881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,602,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,602,714
- Net assets (BOY)
- $9,002,108
Income & contributions
- Employer contributions
- $745,622
- Participant contributions
- $1,054,382
- Total contributions
- $1,800,004
- Total income / additions
- $3,500,797
Expenses & distributions
- Benefits paid
- $844,203
- Administrative expenses
- $55,119
- Total expenses
- $900,191
- Net increase / (decrease)
- $2,600,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $55,048 | $0 | 2023 |
| Valley Forge Investment Consultants | SERVICE PROVIDER | $0 | $30,078 | 2023 |