2023 Form 5500 filing — Rolling Rock Club 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 20241015095524NAL0048735936001) for Rolling Rock Club Employees 401(K) Savings Plan, reported by Rolling Rock Club under EIN 25-0763060 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095524NAL0048735936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rolling Rock Club
- EIN
- 25-0763060
- Plan number
- 002
- Location
- Ligonier, PA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,142,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,142,936
- Employer contributions
- $200,219
- Participant contributions
- $487,935
- Total income / additions
- $1,783,087
- Benefits paid
- $722,997
- Administrative expenses
- $35,044
- Total expenses
- $758,041
- Net increase / (decrease)
- $1,025,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $15,764 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $9,368 | not reported in the loaded dataset |
| Pb Mares, Llp | AUDITOR | $8,902 | not reported in the loaded dataset |