2023 Form 5500 filing — The Rmh Group, Inc. Employee Savings 401(K) 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 20240916220956NAL0003888272001) for The Rmh Group, Inc. Employee Savings 401(K) Plan, reported by The Rmh Group, Inc. under EIN 84-0569615 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.6MReported net assets$16,565,997
Participants108
Provider compensation$64.4K2 Schedule C row(s)$64,428
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916220956NAL0003888272001
Plan sponsor
The Rmh Group, Inc.
EIN
84-0569615
Plan number
001
Location
Lakewood, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$179.2K
Participant$669.3K
Full reported line items
Total assets (EOY)
$16,565,997
Total liabilities (EOY)
$0
Net assets (EOY)
$16,565,997
Employer contributions
$179,225
Participant contributions
$669,320
Total income / additions
$3,939,684
Benefits paid
$2,599,678
Administrative expenses
$64,428
Total expenses
$2,664,106
Net increase / (decrease)
$1,275,578

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Innovest Portfolio Solutions, LLCNONE$44,718not reported in the loaded dataset
Cpi Qualified Plan Consultants, IncNONE$19,710not reported in the loaded dataset

Related Form 5500 pages