2023 Form 5500 filing — Royal Cup, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814154959NAL0006928899001) for Royal Cup, Inc. 401(K) Retirement Plan, reported by Royal Cup, Inc. under EIN 63-0281988 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814154959NAL0006928899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Cup, Inc.
- EIN
- 63-0281988
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,276,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,276,198
- Employer contributions
- $640,006
- Participant contributions
- $2,505,205
- Total income / additions
- $11,124,636
- Benefits paid
- $4,107,295
- Administrative expenses
- $165,645
- Total expenses
- $4,272,940
- Net increase / (decrease)
- $6,851,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | INVESTMENT ADVISORY | $133,251 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,537 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |