Rom Technologies, 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, Rom Technologies, Inc. (EIN 84-4142031) is a plan sponsor located in Brookfield, CT with 2 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
84-4142031
Location
Brookfield, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rom Technologies, Inc.

  • 2 loaded plans hold $3M in reported assets.
  • The largest, Rom Technologies, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 586 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$3,024,929
Total reported assets$3M$3,024,929
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$1M
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$216K
Total expenses$236.7K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rom Technologies, Inc. Retirement Plan
Participants per plan293Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 299 participants · 2023
  2. 2
    Rom Technologies Inc. Medical Benefits Plannot reported in the loaded dataset
    Plan #501 · 287 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rom Technologies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Rom Technologies Inc. Medical Benefits Plan287 participants · 2No schedules
    View filing →
  2. 2023
    Rom Technologies, Inc. Retirement Plan299 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rom Technologies, Inc. report on Form 5500?
Rom Technologies, Inc. (EIN 84-4142031) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rom Technologies, Inc.?
The Employer Identification Number (EIN) reported for Rom Technologies, Inc. is 84-4142031.
What is the latest Form 5500 filing year for Rom Technologies, Inc.?
The latest loaded Form 5500 filing year for Rom Technologies, Inc. is 2023.

Related Form 5500 pages