Rmd Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rmd Management, 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, Rmd Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rmd Management, Inc. under EIN 72-1538679 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $5,287,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rmd Management, Inc.
- EIN
- 72-1538679
- Plan number
- 001
- Plan type
- 2
- Location
- Heber City, UT
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $5,287,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H | 20241015101835NAL0056972066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,287,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,287,089
- Net assets (BOY)
- $4,340,278
Income & contributions
- Employer contributions
- $70,421
- Participant contributions
- $252,096
- Total contributions
- $362,682
- Total income / additions
- $1,133,416
Expenses & distributions
- Benefits paid
- $142,124
- Administrative expenses
- $44,481
- Total expenses
- $186,605
- Net increase / (decrease)
- $946,811
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.