Rci 401(K) Plan — Form 5500 plan (Rotolo Consultants, 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, Rci 401(K) Plan is a benefit plan reported by Rotolo Consultants, Inc. under EIN 72-1285520 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $8,722,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rotolo Consultants, Inc.
EIN
72-1285520
Plan number
001
Plan type
2
Location
Slidell, LA
Latest filing year
2023
Participants
212
End-of-year plan assets
$8,722,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20250217091913NAL0001688881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,722,296
Total liabilities (EOY)
$0
Net assets (EOY)
$8,722,296
Net assets (BOY)
$6,728,888

Income & contributions

Employer contributions
$423,379
Participant contributions
$618,649
Total contributions
$1,042,670
Total income / additions
$2,436,022

Expenses & distributions

Benefits paid
$367,862
Administrative expenses
$74,752
Total expenses
$442,614
Net increase / (decrease)
$1,993,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial LifeRECORDKEEPER$5,543$02023
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$4,762not reported in the loaded dataset2023

Related Form 5500 pages