Rosenboom Machine & Tool Inc Retirement Plan & Trust — Form 5500 plan (Rosenboom Machine & Tool 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, Rosenboom Machine & Tool Inc Retirement Plan & Trust is a benefit plan reported by Rosenboom Machine & Tool Inc under EIN 42-1258906 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $33,617,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosenboom Machine & Tool Inc
- EIN
- 42-1258906
- Plan number
- 001
- Plan type
- 2
- Location
- Sheldon, IA
- Latest filing year
- 2023
- Participants
- 821
- End-of-year plan assets
- $33,617,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 821 | H, C | 20241009091524NAL0010466915006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,617,403
- Total liabilities (EOY)
- $28,809
- Net assets (EOY)
- $33,588,594
- Net assets (BOY)
- $28,499,951
Income & contributions
- Employer contributions
- $582,728
- Participant contributions
- $2,343,825
- Total contributions
- $3,191,246
- Total income / additions
- $8,436,044
Expenses & distributions
- Benefits paid
- $3,206,647
- Administrative expenses
- $111,945
- Total expenses
- $3,347,401
- Net increase / (decrease)
- $5,088,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $102,908 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $9,037 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 | 2023 |