Romeo-Rim, Inc. 401(K) Savings And Investment Plan — Form 5500 plan (Romeo-Rim, 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, Romeo-Rim, Inc. 401(K) Savings And Investment Plan is a benefit plan reported by Romeo-Rim, Inc. under EIN 38-2438198 and plan number 003. The latest loaded filing year is 2023. The filing reports 184 participants and $6,569,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Romeo-Rim, Inc.
- EIN
- 38-2438198
- Plan number
- 003
- Plan type
- 2
- Location
- Romeo, MI
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $6,569,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240918150151NAL0008090160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,569,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,773
- Net assets (BOY)
- $5,159,439
Income & contributions
- Employer contributions
- $208,223
- Participant contributions
- $443,861
- Total contributions
- $687,241
- Total income / additions
- $1,628,636
Expenses & distributions
- Benefits paid
- $161,699
- Administrative expenses
- $46,873
- Total expenses
- $218,302
- Net increase / (decrease)
- $1,410,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $28,580 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $10,275 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,913 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | CONTRACT ADMIN | $0 | $5,583 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Romeo-Rim, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Romeo, MI
- Empower Annuity Insurance Co. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation