Rochester Midland Corporation 401(K) Salary Deferral And Defer — Form 5500 plan (Rochester Midland 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, Rochester Midland Corporation 401(K) Salary Deferral And Defer is a benefit plan reported by Rochester Midland Corporation under EIN 16-0612150 and plan number 002. The latest loaded filing year is 2023. The filing reports 429 participants and $30,857,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Midland Corporation
- EIN
- 16-0612150
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $30,857,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241010094706NAL0009872067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,857,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,857,769
- Net assets (BOY)
- $23,842,100
Income & contributions
- Employer contributions
- $107,076
- Participant contributions
- $1,689,775
- Total contributions
- $2,002,106
- Total income / additions
- $5,986,141
Expenses & distributions
- Benefits paid
- $2,958,141
- Administrative expenses
- $35,216
- Total expenses
- $2,993,425
- Net increase / (decrease)
- $2,992,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus | INVESTMENT/FINANCIAL ADVI | $25,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $10,215 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |