2023 Form 5500 filing — Roncelli Plastics, Inc. 401(K) Profit Sharing 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 20250127163024NAL0007800099001) for Roncelli Plastics, Inc. 401(K) Profit Sharing Plan, reported by Roncelli Plastics, Inc. under EIN 95-2658203 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127163024NAL0007800099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roncelli Plastics, Inc.
- EIN
- 95-2658203
- Plan number
- 001
- Location
- Monrovia, CA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,539,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,539,503
- Employer contributions
- $455,251
- Participant contributions
- $556,404
- Total income / additions
- $2,269,986
- Benefits paid
- $1,262,354
- Administrative expenses
- $83,412
- Total expenses
- $1,345,766
- Net increase / (decrease)
- $924,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,153 | $0 |
| Ameriprise Financial Service Inc | OTHER SERVICES | $0 | $16,690 |