2023 Form 5500 filing — Rottinghaus Company 401(K) Savings 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 20240925072117NAL0005300995001) for Rottinghaus Company 401(K) Savings Plan, reported by Rottinghaus Company, Inc. under EIN 93-0981410 and plan number 002. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925072117NAL0005300995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rottinghaus Company, Inc.
- EIN
- 93-0981410
- Plan number
- 002
- Location
- Lacrosse, WI
- Participants
- 1,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,809,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,809,016
- Employer contributions
- $383,917
- Participant contributions
- $729,330
- Total income / additions
- $4,387,962
- Benefits paid
- $1,070,105
- Administrative expenses
- $159,784
- Total expenses
- $1,362,046
- Net increase / (decrease)
- $3,025,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $77,167 | $1,384 |
| Benefit Plans Plus | TPA | $27,303 | not reported in the loaded dataset |
| 401k Safe, LLC | SERVICE PROVIDER | $18,286 | not reported in the loaded dataset |
| Lbmc Pc | AUDITOR | $13,000 | not reported in the loaded dataset |
| Osaic Wealth Inc | INVESTMENT ADVISORY | $12,313 | not reported in the loaded dataset |
| Royal Alliance Associates, Inc | INVESTMENT ADVISORY | $11,715 | not reported in the loaded dataset |