The 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company — Form 5500 plan (Roaring Spring Blank Book Company)
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 401k Retirement Plan For Premanent Non-Bargaining Unit Employees Of The Roaring Spring Blank Book Company is a benefit plan reported by Roaring Spring Blank Book Company under EIN 23-1023880 and plan number 005. The latest loaded filing year is 2023. The filing reports 125 participants and $9,575,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roaring Spring Blank Book Company
- EIN
- 23-1023880
- Plan number
- 005
- Plan type
- 2
- Location
- Roaring Spring, PA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $9,575,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241008104103NAL0008269827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,575,741
- Net assets (EOY)
- $9,575,741
- Net assets (BOY)
- $9,157,327
Income & contributions
- Employer contributions
- $108,891
- Participant contributions
- $235,314
- Total contributions
- $594,989
- Total income / additions
- $2,150,832
Expenses & distributions
- Benefits paid
- $1,693,319
- Administrative expenses
- $39,099
- Total expenses
- $1,732,418
- Net increase / (decrease)
- $418,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $35,026 | $0 | 2023 |
| Cambridge Investment Research | BROKER | $0 | $5,535 | 2023 |