2023 Form 5500 filing — Concentric Rockford Inc. Employees' 401(K) Savings 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 20241014154742NAL0015238163001) for Concentric Rockford Inc. Employees' 401(K) Savings Plan, reported by Concentric Rockford Inc. under EIN 36-3262177 and plan number 003. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154742NAL0015238163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concentric Rockford Inc.
- EIN
- 36-3262177
- Plan number
- 003
- Location
- Rockford, IL
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,798,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,798,874
- Employer contributions
- $707,956
- Participant contributions
- $732,264
- Total income / additions
- $3,898,288
- Benefits paid
- $1,680,425
- Administrative expenses
- $73,012
- Total expenses
- $1,753,437
- Net increase / (decrease)
- $2,144,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,012 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $18,030 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |