2023 Form 5500 filing — C.G. Roxane 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 20241007064721NAL0007399475001) for C.G. Roxane 401(K) Plan, reported by C.G. Roxane under EIN 68-0207100 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064721NAL0007399475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.G. Roxane
- EIN
- 68-0207100
- Plan number
- 001
- Location
- Olancha, CA
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,145,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,145,348
- Employer contributions
- $541,000
- Participant contributions
- $1,419,137
- Total income / additions
- $5,693,070
- Benefits paid
- $573,276
- Administrative expenses
- $87,471
- Total expenses
- $733,881
- Net increase / (decrease)
- $4,959,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management, Inc. | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $34,594 | $0 |
| Withumsmithbrown, Pc | ACCOUNTANT | $21,408 | $0 |
| Mercer | INVESTMENT/FINANCIAL ADVI | $6,468 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |