2023 Form 5500 filing — Royal Brass & Hose Company, Inc. 401(K) Profit Sharing 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 20241015160952NAL0015049955001) for Royal Brass & Hose Company, Inc. 401(K) Profit Sharing Plan, reported by Royal Brass & Hose Company, Inc. under EIN 62-0694119 and plan number 001. It reports 193 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)$11.4MReported net assets$11,409,993
Participants193
Provider compensation$14.3K4 Schedule C row(s)$14,253
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160952NAL0015049955001
- Plan sponsor
- Royal Brass & Hose Company, Inc.
- EIN
- 62-0694119
- Plan number
- 001
- Location
- Knoxville, TN
- Received date
- not reported in the loaded dataset
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,409,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,409,993
- Employer contributions
- $380,091
- Participant contributions
- $954,933
- Total income / additions
- $2,832,477
- Benefits paid
- $3,355,053
- Administrative expenses
- $9,844
- Total expenses
- $3,364,897
- Net increase / (decrease)
- -$532,420
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trendz Advisors Inc | INVESTMENT ADVISOR | $7,071 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $4,160 | $0 |
| The Menke Group, Inc. | NONE | $3,020 | not reported in the loaded dataset |
| The Retirement Plan Company | NONE | $1 | $1 |