Swenson Granite 401(K) Plan — Form 5500 plan (Rock Of Ages Corporation)
Plain-English plan 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, Swenson Granite 401(K) Plan is a benefit plan reported by Rock Of Ages Corporation under EIN 03-0153200 and plan number 004. The latest loaded filing year is 2023. The filing reports 229 participants and $11,138,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rock Of Ages Corporation
- EIN
- 03-0153200
- Plan number
- 004
- Plan type
- 2
- Location
- Grantieville, VT
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $11,138,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241011100214NAL0010792323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,138,221
- Net assets (EOY)
- $11,138,221
- Net assets (BOY)
- $9,822,577
Income & contributions
- Employer contributions
- $92,705
- Participant contributions
- $576,841
- Total contributions
- $762,440
- Total income / additions
- $2,350,074
Expenses & distributions
- Benefits paid
- $1,474,724
- Administrative expenses
- $12,835
- Total expenses
- $1,487,559
- Net increase / (decrease)
- $862,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Caron & Bletzer, Pllc | AUDITOR | $9,500 | $0 | 2023 |
| Plan Integrity Partners | CONTRACT ADMIN | $1,718 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,667 | $0 | 2023 |