Rotschy, Inc. 401(K) Plan — Form 5500 plan (Rotschy, 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, Rotschy, Inc. 401(K) Plan is a benefit plan reported by Rotschy, Inc. under EIN 91-1420205 and plan number 002. The latest loaded filing year is 2023. The filing reports 543 participants and $19,782,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rotschy, Inc.
- EIN
- 91-1420205
- Plan number
- 002
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $19,782,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20240930164843NAL0005812065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,782,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,782,220
- Net assets (BOY)
- $15,703,056
Income & contributions
- Employer contributions
- $1,839,634
- Participant contributions
- $1,508,901
- Total contributions
- $3,488,728
- Total income / additions
- $6,219,394
Expenses & distributions
- Benefits paid
- $2,018,295
- Administrative expenses
- $121,935
- Total expenses
- $2,140,230
- Net increase / (decrease)
- $4,079,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Pacific Financial Inc | INVESTMENT ADVISOR | $56,280 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | THIRD PARTY ADMIN | $39,741 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,640 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,708 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rotschy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- First Pacific Financial Inc — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation