Rotary International 401(K) Plan — Form 5500 plan (Rotary International)
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, Rotary International 401(K) Plan is a benefit plan reported by Rotary International under EIN 36-1707667 and plan number 003. The latest loaded filing year is 2023. The filing reports 862 participants and $146,223,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rotary International
- EIN
- 36-1707667
- Plan number
- 003
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $146,223,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20240522115341NAL0003983777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,223,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,223,085
- Net assets (BOY)
- $120,225,048
Income & contributions
- Employer contributions
- $4,444,602
- Participant contributions
- $5,456,763
- Total contributions
- $10,079,542
- Total income / additions
- $32,271,560
Expenses & distributions
- Benefits paid
- $6,194,669
- Administrative expenses
- $78,854
- Total expenses
- $6,273,523
- Net increase / (decrease)
- $25,998,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $78,854 | $0 | 2023 |