Concentric Rockford Inc. Employees' 401(K) Savings Plan — Form 5500 plan (Concentric Rockford Inc.)
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, Concentric Rockford Inc. Employees' 401(K) Savings Plan is a benefit plan reported by Concentric Rockford Inc. under EIN 36-3262177 and plan number 003. The latest loaded filing year is 2023. The filing reports 313 participants and $18,798,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concentric Rockford Inc.
- EIN
- 36-3262177
- Plan number
- 003
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $18,798,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241014154742NAL0015238163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,798,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,798,874
- Net assets (BOY)
- $16,654,023
Income & contributions
- Employer contributions
- $707,956
- Participant contributions
- $732,264
- Total contributions
- $1,616,462
- Total income / additions
- $3,898,288
Expenses & distributions
- Benefits paid
- $1,680,425
- Administrative expenses
- $73,012
- Total expenses
- $1,753,437
- Net increase / (decrease)
- $2,144,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,012 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $18,030 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |