2023 Form 5500 filing — Rotor Clip 401(K) Retirement 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 20241015162527NAL0029097937001) for Rotor Clip 401(K) Retirement Plan, reported by Rotor Clip Company, Inc. under EIN 22-3615709 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,722,784
Participants330
Provider compensation$7.3K1 Schedule C row(s)$7,276
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015162527NAL0029097937001
Plan sponsor
Rotor Clip Company, Inc.
EIN
22-3615709
Plan number
002
Location
Somerset, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.8M total assets
Net assets$18.7MLiabilities$35.1K
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$271.5K
Participant$1.2M
Full reported line items
Total assets (EOY)
$18,757,925
Total liabilities (EOY)
$35,141
Net assets (EOY)
$18,722,784
Employer contributions
$271,492
Participant contributions
$1,214,649
Total income / additions
$4,116,359
Benefits paid
$1,206,759
Administrative expenses
$7,276
Total expenses
$1,214,141
Net increase / (decrease)
$2,902,218
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162527NAL0029097937001 cover?
It is the 2023 Form 5500 filing for Rotor Clip 401(K) Retirement Plan, reported by Rotor Clip Company, Inc. (EIN 22-3615709).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages