Rock House 401(K) Savings Plan — Form 5500 plan (The Company Of Rock House)
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, Rock House 401(K) Savings Plan is a benefit plan reported by The Company Of Rock House under EIN 75-2416849 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $5,472,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Company Of Rock House
- EIN
- 75-2416849
- Plan number
- 001
- Plan type
- 2
- Location
- Stephenville, TX
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $5,472,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241014200415NAL0028205409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,472,472
- Total liabilities (EOY)
- $345
- Net assets (EOY)
- $5,472,127
- Net assets (BOY)
- $5,752,229
Income & contributions
- Employer contributions
- $149,190
- Participant contributions
- $237,909
- Total contributions
- $387,279
- Total income / additions
- $1,149,538
Expenses & distributions
- Benefits paid
- $1,402,017
- Administrative expenses
- $27,623
- Total expenses
- $1,429,640
- Net increase / (decrease)
- -$280,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Duncan Accounting And Tax Services | TPA | $0 | $5,018 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $121 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $121 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Company Of Rock House
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Stephenville, TX
- Duncan Accounting And Tax Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation