2023 Form 5500 filing — Rochester Homes, Inc.
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 20241013090619NAL0013960019001) for Rochester Homes, Inc., reported by Rochester Homes, Inc. under EIN 35-1268701 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013090619NAL0013960019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Homes, Inc.
- EIN
- 35-1268701
- Plan number
- 001
- Location
- Rochester, IN
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,679,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,679,403
- Participant contributions
- $220,908
- Total income / additions
- $496,997
- Benefits paid
- $99,733
- Administrative expenses
- $30,242
- Total expenses
- $129,975
- Net increase / (decrease)
- $367,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT/FINANCIAL ADVI | $17,424 | $0 |
| Adp, Inc. | RECORD KEEPER | $12,817 | $0 |