2023 Form 5500 filing — New Holland 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 20241009142246NAL0010712963001) for New Holland 401(K) Plan, reported by Rgh Automotive, LLC under EIN 47-4963154 and plan number 002. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142246NAL0010712963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rgh Automotive, LLC
- EIN
- 47-4963154
- Plan number
- 002
- Location
- New Holland, PA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,828,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,828,260
- Employer contributions
- $192,877
- Participant contributions
- $838,709
- Total income / additions
- $2,839,367
- Benefits paid
- $193,166
- Administrative expenses
- $29,295
- Total expenses
- $223,714
- Net increase / (decrease)
- $2,615,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hornor Townsend & Kent Inc | ADVISOR | $14,576 | not reported in the loaded dataset |
| Schwartz Lasson Harris Ltd | ACCOUNTANT | $12,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,719 | $0 |