Plan5500

Royal Cup, Inc. 401(K) Retirement Plan — Form 5500 plan (Royal Cup, 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, Royal Cup, Inc. 401(K) Retirement Plan is a benefit plan reported by Royal Cup, Inc. under EIN 63-0281988 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $47,276,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Royal Cup, Inc.
EIN
63-0281988
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
750
End-of-year plan assets
$47,276,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023750H, C20240814154959NAL0006928899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,276,198
Total liabilities (EOY)
$0
Net assets (EOY)
$47,276,198
Net assets (BOY)
$40,424,502

Income & contributions

Employer contributions
$640,006
Participant contributions
$2,505,205
Total contributions
$4,165,057
Total income / additions
$11,124,636

Expenses & distributions

Benefits paid
$4,107,295
Administrative expenses
$165,645
Total expenses
$4,272,940
Net increase / (decrease)
$6,851,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$133,251not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$87,537$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages