Roller Bearing Company Of America Nonexempt Section 401(K) Plan — Form 5500 plan (Roller Bearing Co Of America Inc.)
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, Roller Bearing Company Of America Nonexempt Section 401(K) Plan is a benefit plan reported by Roller Bearing Co Of America Inc. under EIN 03-0399269 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $13,075,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roller Bearing Co Of America Inc.
- EIN
- 03-0399269
- Plan number
- 001
- Plan type
- 2
- Location
- Oxford, CT
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $13,075,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241015132439NAL0028565569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,075,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,075,137
- Net assets (BOY)
- $11,962,398
Income & contributions
- Employer contributions
- $457,522
- Participant contributions
- $618,202
- Total contributions
- $1,075,724
- Total income / additions
- $2,537,285
Expenses & distributions
- Benefits paid
- $1,295,452
- Administrative expenses
- $18,145
- Total expenses
- $1,313,597
- Net increase / (decrease)
- $1,223,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $26,372 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $2,970 | not reported in the loaded dataset | 2023 |