2023 Form 5500 filing — Royal Management Corporation Lexington Retirement Savings 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 20240924144641NAL0012914129002) for Royal Management Corporation Lexington Retirement Savings Plan, reported by Royal Management Corporation under EIN 36-3678107 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924144641NAL0012914129002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Management Corporation
- EIN
- 36-3678107
- Plan number
- 001
- Location
- Lombard, IL
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,639,811
- Net assets (EOY)
- $13,639,811
- Participant contributions
- $142,895
- Total income / additions
- $2,279,730
- Benefits paid
- $2,049,344
- Administrative expenses
- $75,733
- Total expenses
- $2,125,077
- Net increase / (decrease)
- $154,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $36,452 | $0 |
| Creative Planning LLC | INVESTMENT ADVISORY-PLAN | $26,781 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $12,500 | not reported in the loaded dataset |