Roncalli Institute Master 401(K) Plan — Form 5500 plan (Roncalli Institute, 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, Roncalli Institute Master 401(K) Plan is a benefit plan reported by Roncalli Institute, Inc. under EIN 06-0972317 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $1,772,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roncalli Institute, Inc.
- EIN
- 06-0972317
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20250506124657NAL0005967939001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,772,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,772,161
- Net assets (BOY)
- $1,347,214
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $54,030
- Total income / additions
- $463,873
Expenses & distributions
- Benefits paid
- $37,417
- Administrative expenses
- $25
- Total expenses
- $38,926
- Net increase / (decrease)
- $424,947
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.