2023 Form 5500 filing — R M Palmer Company Investment Opportunity 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 20241015152226NAL0016736403001) for R M Palmer Company Investment Opportunity Plan, reported by R M Palmer Company LLC under EIN 92-2513241 and plan number 002. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152226NAL0016736403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R M Palmer Company LLC
- EIN
- 92-2513241
- Plan number
- 002
- Location
- West Reading, PA
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,711,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,711,899
- Employer contributions
- $1,205,568
- Participant contributions
- $977,919
- Total income / additions
- $8,604,491
- Benefits paid
- $7,509,033
- Administrative expenses
- $51,920
- Total expenses
- $7,560,953
- Net increase / (decrease)
- $1,043,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $55,020 | $0 |