Rowley 401(K) Plan — Form 5500 plan (Rowley Brothers, 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, Rowley 401(K) Plan is a benefit plan reported by Rowley Brothers, Inc under EIN 38-1548597 and plan number 003. The latest loaded filing year is 2023. The filing reports 322 participants and $23,093,501 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rowley Brothers, Inc
EIN
38-1548597
Plan number
003
Plan type
3
Location
Bay City, MI
Latest filing year
2023
Participants
322
End-of-year plan assets
$23,093,501

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20241008104206NAL0009558435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,093,501
Total liabilities (EOY)
$0
Net assets (EOY)
$23,093,501
Net assets (BOY)
$19,209,639

Income & contributions

Employer contributions
$393,883
Participant contributions
$931,348
Total contributions
$1,325,231
Total income / additions
$4,669,080

Expenses & distributions

Benefits paid
$687,356
Administrative expenses
$91,043
Total expenses
$785,218
Net increase / (decrease)
$3,883,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri Star Trust BankADVISOR$51,352not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$36,523$02023

Related Form 5500 pages