The Rockhill Group, Inc. Retirement Plan — Form 5500 plan (The Rockhill Group, 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, The Rockhill Group, Inc. Retirement Plan is a benefit plan reported by The Rockhill Group, Inc. under EIN 20-1836715 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $7,873,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rockhill Group, Inc.
- EIN
- 20-1836715
- Plan number
- 001
- Plan type
- 2
- Location
- Molino, FL
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $7,873,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20240924044936NAL0007218947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,873,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,873,299
- Net assets (BOY)
- $8,360,598
Income & contributions
- Employer contributions
- $238,578
- Participant contributions
- $666,891
- Total contributions
- $1,038,104
- Total income / additions
- $2,160,329
Expenses & distributions
- Benefits paid
- $2,564,092
- Administrative expenses
- $42,176
- Total expenses
- $2,647,628
- Net increase / (decrease)
- -$487,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $5,141 | not reported in the loaded dataset | 2023 |
| Edward D Jones & Co, Lp | REGISTERED INV ADVISOR | $4,460 | not reported in the loaded dataset | 2023 |
| Future Plan By Ascensus | THIRD PARTY ADMINISTRATO | $0 | $4,232 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $3,189 | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,000 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | REGISTERED INV ADVISOR | $255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Rockhill Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Molino, FL
- Morningstar Investment Management — Schedule C compensation
- Edward D Jones & Co, Lp — Schedule C compensation
- Future Plan By Ascensus — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation