Roller Die & Forming Co., Inc. Profit Sharing Plan — Form 5500 plan (Roller Die & Forming Co., 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, Roller Die & Forming Co., Inc. Profit Sharing Plan is a benefit plan reported by Roller Die & Forming Co., Inc. under EIN 61-0487300 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $7,620,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roller Die & Forming Co., Inc.
- EIN
- 61-0487300
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $7,620,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20250306081639NAL0006121459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,620,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,620,836
- Net assets (BOY)
- $6,507,077
Income & contributions
- Employer contributions
- $273,190
- Participant contributions
- $735,280
- Total contributions
- $1,010,609
- Total income / additions
- $1,678,960
Expenses & distributions
- Benefits paid
- $510,207
- Administrative expenses
- $54,994
- Total expenses
- $565,201
- Net increase / (decrease)
- $1,113,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,275 | $0 | 2023 |
| Shepherd Financial Investment | ADVISOR | $16,719 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roller Die & Forming Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Fidelity Investments Institutional — Schedule C compensation
- Shepherd Financial Investment — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation