R M Palmer Company Investment Opportunity Plan — Form 5500 plan (R M Palmer Company LLC)
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, R M Palmer Company Investment Opportunity Plan is a benefit plan reported by R M Palmer Company LLC under EIN 92-2513241 and plan number 002. The latest loaded filing year is 2023. The filing reports 803 participants and $47,711,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R M Palmer Company LLC
- EIN
- 92-2513241
- Plan number
- 002
- Plan type
- 2
- Location
- West Reading, PA
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $47,711,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20241015152226NAL0016736403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,711,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,711,899
- Net assets (BOY)
- $46,668,361
Income & contributions
- Employer contributions
- $1,205,568
- Participant contributions
- $977,919
- Total contributions
- $2,237,437
- Total income / additions
- $8,604,491
Expenses & distributions
- Benefits paid
- $7,509,033
- Administrative expenses
- $51,920
- Total expenses
- $7,560,953
- Net increase / (decrease)
- $1,043,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $55,020 | $0 | 2023 |