Rotary Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Rotary Corporation)
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 Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Rotary Corporation under EIN 58-0959394 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $27,258,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rotary Corporation
- EIN
- 58-0959394
- Plan number
- 001
- Plan type
- 2
- Location
- Glennville, GA
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $27,258,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20240827162836NAL0005204835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,258,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,258,534
- Net assets (BOY)
- $24,012,329
Income & contributions
- Employer contributions
- $869,514
- Participant contributions
- $1,623,526
- Total contributions
- $2,747,470
- Total income / additions
- $6,633,315
Expenses & distributions
- Benefits paid
- $3,266,695
- Administrative expenses
- $120,415
- Total expenses
- $3,387,110
- Net increase / (decrease)
- $3,246,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,537 | $0 | 2023 |
| Advus Financial Partners | INVESTMENT ADVISORY | $47,878 | not reported in the loaded dataset | 2023 |