Rtm & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rtm & Associates, Inc. (EIN 36-3129785) is a plan sponsor located in Schaumburg, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3129785
Location
Schaumburg, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,290,079
Total reported net assets (EOY)
$25,290,079

Contributions & income

Employer contributions
$843,681
Participant contributions
$2,421,813
Total income / additions
$7,304,914

Expenses & distributions

Benefits paid / distributions
$530,076
Total expenses
$650,327
Net increase / (decrease)
$6,654,587

Coverage

Total reported participants
312
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Rtm & Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Rtm & Associates, Inc. Profit Sharing/401(K) Plan002312$25,290,0792023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rtm & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Rtm & Associates, Inc. Profit Sharing/401(K) Plan312H, C20241007085224NAL0008732803002

Related Form 5500 pages