Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan — Form 5500 plan (Crm Rental Management, Inc.)

Plain-English plan 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, Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan is a benefit plan reported by Crm Rental Management, Inc. under EIN 16-0984838 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $3,460,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crm Rental Management, Inc.
EIN
16-0984838
Plan number
001
Plan type
2
Location
Rome, NY
Latest filing year
2023
Participants
167
End-of-year plan assets
$3,460,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014164505NAL0045349856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,460,444
Total liabilities (EOY)
$0
Net assets (EOY)
$3,460,444
Net assets (BOY)
$2,795,009

Income & contributions

Employer contributions
$196,654
Participant contributions
$277,356
Total contributions
$481,653
Total income / additions
$956,896

Expenses & distributions

Benefits paid
$271,192
Administrative expenses
$20,269
Total expenses
$291,461
Net increase / (decrease)
$665,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bank N.A.NONE$20,269not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$0$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages