Rolf C. Hagen (Usa) Corp. 401(K) Plan — Form 5500 plan (Rolf C. Hagen Usa Corp)
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, Rolf C. Hagen (Usa) Corp. 401(K) Plan is a benefit plan reported by Rolf C. Hagen Usa Corp under EIN 04-2559076 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $9,638,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolf C. Hagen Usa Corp
- EIN
- 04-2559076
- Plan number
- 001
- Plan type
- 2
- Location
- Mansfield, MA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $9,638,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015115245NAL0029474721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,638,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,638,842
- Net assets (BOY)
- $8,847,226
Income & contributions
- Employer contributions
- $209,337
- Participant contributions
- $453,989
- Total contributions
- $753,050
- Total income / additions
- $2,151,191
Expenses & distributions
- Benefits paid
- $1,291,506
- Administrative expenses
- $31,050
- Total expenses
- $1,359,575
- Net increase / (decrease)
- $791,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $22,635 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,415 | $0 | 2023 |