2023 Form 5500 filing — Roppe Holding Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911114340NAL0011856544001) for Roppe Holding Company 401(K) Plan, reported by Roppe Corporation under EIN 34-1535998 and plan number 003. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911114340NAL0011856544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roppe Corporation
- EIN
- 34-1535998
- Plan number
- 003
- Location
- Fostoria, OH
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,154,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,154,229
- Employer contributions
- $1,421,786
- Participant contributions
- $2,185,948
- Total income / additions
- $11,936,820
- Benefits paid
- $6,388,923
- Administrative expenses
- $27,972
- Total expenses
- $6,472,994
- Net increase / (decrease)
- $5,463,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,972 | $0 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $16,563 |
| Sa Stone Wealth Management Inc. | OTHER SERVICES | $0 | $2,864 |