2023 Form 5500 filing — Resource Management, Inc. 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 20241004093940NAL0012056097001) for Resource Management, Inc. 401(K) Plan, reported by Resource Management, Inc. under EIN 87-0499948 and plan number 333. It reports 9,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004093940NAL0012056097001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Resource Management, Inc.
- EIN
- 87-0499948
- Plan number
- 333
- Location
- Salt Lake City, UT
- Participants
- 9,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,468,841
- Total liabilities (EOY)
- $152,218
- Net assets (EOY)
- $242,316,623
- Employer contributions
- $9,661,002
- Participant contributions
- $24,883,842
- Total income / additions
- $73,210,754
- Benefits paid
- $23,244,972
- Administrative expenses
- $1,301,485
- Total expenses
- $24,546,457
- Net increase / (decrease)
- $48,664,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401(K) Plans, Inc. | CONTRACT ADMINISTRATOR | $965,754 | $131,290 |
| Global Retirement Partners, LLC | ADVISOR | $323,984 | not reported in the loaded dataset |
| Uma Financial Services | ADVISOR | $14,997 | not reported in the loaded dataset |