2023 Form 5500 filing — Rommel Companies 401(K) 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 20241226143920NAL0012049585001) for Rommel Companies 401(K) Plan, reported by Rommel Companies under EIN 33-1055762 and plan number 001. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226143920NAL0012049585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rommel Companies
- EIN
- 33-1055762
- Plan number
- 001
- Location
- Linthicum, MD
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,991,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,991,483
- Employer contributions
- $463,385
- Participant contributions
- $3,112,357
- Total income / additions
- $9,743,441
- Benefits paid
- $6,527,458
- Administrative expenses
- $261,548
- Total expenses
- $6,815,487
- Net increase / (decrease)
- $2,927,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resource Investment Advisors Inc | NONE | $105,685 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $98,947 | $0 |
| Bdo Usa, Llp | NONE | $47,100 | not reported in the loaded dataset |