Rochester Auto Group 401(K) Profit Sharing Plan — Form 5500 plan (Rochester Motor Company, 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, Rochester Auto Group 401(K) Profit Sharing Plan is a benefit plan reported by Rochester Motor Company, Inc. under EIN 91-1992856 and plan number 001. The latest loaded filing year is 2023. The filing reports 551 participants and $12,628,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Motor Company, Inc.
- EIN
- 91-1992856
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, MN
- Latest filing year
- 2023
- Participants
- 551
- End-of-year plan assets
- $12,628,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 551 | H, C | 20240909114827NAL0002763827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,628,653
- Total liabilities (EOY)
- $90,038
- Net assets (EOY)
- $12,538,615
- Net assets (BOY)
- $9,863,582
Income & contributions
- Employer contributions
- $253,755
- Participant contributions
- $1,292,629
- Total contributions
- $1,784,829
- Total income / additions
- $3,567,088
Expenses & distributions
- Benefits paid
- $814,586
- Administrative expenses
- $77,469
- Total expenses
- $892,055
- Net increase / (decrease)
- $2,675,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $34,775 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmt | ADVISOR | $26,352 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings, Inc. | PLAN ADMIN | $14,646 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $1,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Motor Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Rochester, MN
- Fidelity Investments — Schedule C compensation
- Northwestern Mutual Wealth Mgmt — Schedule C compensation
- Ascensus Holdings, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation