Roppe Holding Company 401(K) Plan — Form 5500 plan (Roppe 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, Roppe Holding Company 401(K) Plan is a benefit plan reported by Roppe Corporation under EIN 34-1535998 and plan number 003. The latest loaded filing year is 2023. The filing reports 772 participants and $61,154,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roppe Corporation
- EIN
- 34-1535998
- Plan number
- 003
- Plan type
- 2
- Location
- Fostoria, OH
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $61,154,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20240911114340NAL0011856544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,154,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,154,229
- Net assets (BOY)
- $55,690,403
Income & contributions
- Employer contributions
- $1,421,786
- Participant contributions
- $2,185,948
- Total contributions
- $3,611,740
- Total income / additions
- $11,936,820
Expenses & distributions
- Benefits paid
- $6,388,923
- Administrative expenses
- $27,972
- Total expenses
- $6,472,994
- Net increase / (decrease)
- $5,463,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,972 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $16,563 | 2023 |
| Sa Stone Wealth Management Inc. | OTHER SERVICES | $0 | $2,864 | 2023 |