2023 Form 5500 filing — Rocking Horse Center 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 20241001161816NAL0012139984001) for Rocking Horse Center 401(K) Plan, reported by Rocking Horse Center under EIN 31-1593544 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001161816NAL0012139984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocking Horse Center
- EIN
- 31-1593544
- Plan number
- 001
- Location
- Springfield, OH
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,964,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,964,493
- Employer contributions
- $280,114
- Participant contributions
- $563,530
- Total income / additions
- $2,050,340
- Benefits paid
- $1,457,920
- Administrative expenses
- $28,752
- Total expenses
- $1,486,672
- Net increase / (decrease)
- $563,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consolidated Financial Management | NONE | $19,922 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $8,830 | not reported in the loaded dataset |