2023 Form 5500 filing — Runtal North America, 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 20241011114146NAL0044158914002) for Runtal North America, Inc. 401(K) Plan, reported by Runtal North America, Inc under EIN 02-0354244 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114146NAL0044158914002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Runtal North America, Inc
- EIN
- 02-0354244
- Plan number
- 001
- Location
- Ward Hill, MA
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,097,403
- Net assets (EOY)
- $7,097,403
- Employer contributions
- $13,581
- Participant contributions
- $479,040
- Total income / additions
- $1,636,022
- Benefits paid
- $628,042
- Administrative expenses
- $3,681
- Total expenses
- $631,723
- Net increase / (decrease)
- $1,004,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $15,392 | $0 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $3,675 | $0 |