2023 Form 5500 filing — Ifa Rotorion North America, LLC 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 20240927132439NAL0002332321001) for Ifa Rotorion North America, LLC 401(K) Plan, reported by Ifa Rotorion North America, LLC under EIN 04-3590499 and plan number 001. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927132439NAL0002332321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ifa Rotorion North America, LLC
- EIN
- 04-3590499
- Plan number
- 001
- Location
- Summerville, SC
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,737,097
- Total liabilities (EOY)
- $22,810
- Net assets (EOY)
- $13,714,287
- Employer contributions
- $669,731
- Participant contributions
- $1,078,020
- Total income / additions
- $3,814,324
- Benefits paid
- $2,209,526
- Administrative expenses
- $96,543
- Total expenses
- $2,306,069
- Net increase / (decrease)
- $1,508,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| South State Rps | NONE | $63,223 | not reported in the loaded dataset |
| Elliott Davis LLC | NONE | $23,875 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $9,445 | not reported in the loaded dataset |