Rommel Companies 401(K) Plan — Form 5500 plan (Rommel Companies)
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, Rommel Companies 401(K) Plan is a benefit plan reported by Rommel Companies under EIN 33-1055762 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $44,991,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rommel Companies
- EIN
- 33-1055762
- Plan number
- 001
- Plan type
- 2
- Location
- Linthicum, MD
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $44,991,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20241226143920NAL0012049585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,991,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,991,483
- Net assets (BOY)
- $42,063,529
Income & contributions
- Employer contributions
- $463,385
- Participant contributions
- $3,112,357
- Total contributions
- $3,698,047
- Total income / additions
- $9,743,441
Expenses & distributions
- Benefits paid
- $6,527,458
- Administrative expenses
- $261,548
- Total expenses
- $6,815,487
- Net increase / (decrease)
- $2,927,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resource Investment Advisors Inc | NONE | $105,685 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $98,947 | $0 | 2023 |
| Bdo Usa, Llp | NONE | $47,100 | not reported in the loaded dataset | 2023 |