2023 Form 5500 filing — Rmb Capital Management, LLC 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 20241014090648NAL0045409616001) for Rmb Capital Management, LLC Savings Plan, reported by Rmb Capital Management, LLC under EIN 59-3792751 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.1MReported net assets$35,065,402
Participants202
Provider compensation$15.2K1 Schedule C row(s)$15,177
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014090648NAL0045409616001
Plan sponsor
Rmb Capital Management, LLC
EIN
59-3792751
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.1M total assets
Net assets$35.1MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$664.5K
Participant$2.7M
Full reported line items
Total assets (EOY)
$35,065,402
Total liabilities (EOY)
$0
Net assets (EOY)
$35,065,402
Employer contributions
$664,521
Participant contributions
$2,670,319
Total income / additions
$8,963,732
Benefits paid
$1,771,160
Administrative expenses
$15,516
Total expenses
$1,809,580
Net increase / (decrease)
$7,154,152
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $15.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014090648NAL0045409616001 cover?
It is the 2023 Form 5500 filing for Rmb Capital Management, LLC Savings Plan, reported by Rmb Capital Management, LLC (EIN 59-3792751).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages