2023 Form 5500 filing — R.M. Towill Corporation 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011220510NAL0011386531001) for R.M. Towill Corporation 401(K) Retirement Savings Plan, reported by R. M. Towill Corporation under EIN 99-0144094 and plan number 004. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011220510NAL0011386531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. M. Towill Corporation
- EIN
- 99-0144094
- Plan number
- 004
- Location
- Honolulu, HI
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,283,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,283,874
- Employer contributions
- $18,590
- Participant contributions
- $754,099
- Total income / additions
- $3,227,438
- Benefits paid
- $623,576
- Administrative expenses
- $450
- Total expenses
- $660,665
- Net increase / (decrease)
- $2,566,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $450 | $0 |
| Merrill Lynch Pierce Fenner & Smit | ADVISOR | $0 | $0 |