Rosenbauer America, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Rosenbauer South Dakota, LLC)

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, Rosenbauer America, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Rosenbauer South Dakota, LLC under EIN 46-0448012 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $52,095,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rosenbauer South Dakota, LLC
EIN
46-0448012
Plan number
001
Plan type
2
Location
Lyons, SD
Latest filing year
2023
Participants
779
End-of-year plan assets
$52,095,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023779H, C20241011142616NAL0043977298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,095,157
Total liabilities (EOY)
$0
Net assets (EOY)
$52,095,157
Net assets (BOY)
$26,572,881

Income & contributions

Employer contributions
$1,198,207
Participant contributions
$2,961,351
Total contributions
$4,219,481
Total income / additions
$13,033,890

Expenses & distributions

Benefits paid
$6,171,865
Administrative expenses
$72,651
Total expenses
$6,244,516
Net increase / (decrease)
$6,789,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$61,821not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$10,828$02023

Related Form 5500 pages