Rockline Industries, Inc. Retirement Savings Plan — Form 5500 plan (Rockline Industries, 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, Rockline Industries, Inc. Retirement Savings Plan is a benefit plan reported by Rockline Industries, Inc. under EIN 39-1238675 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,462 participants and $139,076,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rockline Industries, Inc.
EIN
39-1238675
Plan number
002
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
2,462
End-of-year plan assets
$139,076,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,462H, C20240802105215NAL0037823392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,076,263
Total liabilities (EOY)
$0
Net assets (EOY)
$139,076,263
Net assets (BOY)
$116,932,388

Income & contributions

Employer contributions
$2,602,553
Participant contributions
$7,305,068
Total contributions
$10,643,538
Total income / additions
$30,343,984

Expenses & distributions

Benefits paid
$7,988,683
Administrative expenses
$192,586
Total expenses
$8,200,109
Net increase / (decrease)
$22,143,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$136,684$02023
Francis InvestmentINVESTMENT ADVISORY$55,902not reported in the loaded dataset2023

Related Form 5500 pages