2023 Form 5500 filing — Rochester Electronics, LLC 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 20250812130626NAL0007237411001) for Rochester Electronics, LLC 401(K) Profit Sharing Plan, reported by Rochester Electronics, LLC under EIN 04-2773564 and plan number 001. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812130626NAL0007237411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Electronics, LLC
- EIN
- 04-2773564
- Plan number
- 001
- Location
- Newburyport, MA
- Participants
- 779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,361,399
- Total liabilities (EOY)
- $133,251
- Net assets (EOY)
- $64,228,148
- Employer contributions
- $2,236,580
- Participant contributions
- $4,950,363
- Total income / additions
- $21,093,096
- Benefits paid
- $4,826,560
- Administrative expenses
- $222,245
- Total expenses
- $5,060,611
- Net increase / (decrease)
- $16,032,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | INVESTMENT MANAGEMENT | $68,169 | not reported in the loaded dataset |
| Angell Pension Group | THIRD PARTY ADMINISTRATO | $0 | $27,287 |