Rocking Horse Center 401(K) Plan — Form 5500 plan (Rocking Horse Center)
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, Rocking Horse Center 401(K) Plan is a benefit plan reported by Rocking Horse Center under EIN 31-1593544 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $6,964,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocking Horse Center
- EIN
- 31-1593544
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, OH
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $6,964,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241001161816NAL0012139984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,964,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,964,493
- Net assets (BOY)
- $6,400,825
Income & contributions
- Employer contributions
- $280,114
- Participant contributions
- $563,530
- Total contributions
- $888,645
- Total income / additions
- $2,050,340
Expenses & distributions
- Benefits paid
- $1,457,920
- Administrative expenses
- $28,752
- Total expenses
- $1,486,672
- Net increase / (decrease)
- $563,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consolidated Financial Management | NONE | $19,922 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $8,830 | not reported in the loaded dataset | 2023 |