Roki America Co., Ltd. 401(K) Retirement Plan — Form 5500 plan (Roki America Co., Ltd)
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, Roki America Co., Ltd. 401(K) Retirement Plan is a benefit plan reported by Roki America Co., Ltd under EIN 31-1282544 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $13,430,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roki America Co., Ltd
- EIN
- 31-1282544
- Plan number
- 001
- Plan type
- 2
- Location
- Findlay, OH
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $13,430,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241101102602NAL0003449809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,430,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,430,594
- Net assets (BOY)
- $12,030,605
Income & contributions
- Employer contributions
- $145,392
- Participant contributions
- $740,414
- Total contributions
- $922,464
- Total income / additions
- $2,842,833
Expenses & distributions
- Benefits paid
- $1,402,251
- Administrative expenses
- $40,593
- Total expenses
- $1,442,844
- Net increase / (decrease)
- $1,399,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,492 | $8,424 | 2023 |
| Schneider Downs | ACCOUNTANT | $0 | $7,500 | 2023 |
| Roki America Co. Ltd. | ACCOUNTANT | $5,101 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roki America Co., Ltd
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Findlay, OH
- Principal Life Insurance Company — Schedule C compensation
- Schneider Downs — Schedule C compensation
- Roki America Co. Ltd. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation