2023 Form 5500 filing — Crm Rental Management, Inc. Profit Sharing And Employee 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 20241014164505NAL0045349856001) for Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan, reported by Crm Rental Management, Inc. under EIN 16-0984838 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014164505NAL0045349856001
Filing year
2023
Form type
2
Plan sponsor
Crm Rental Management, Inc.
EIN
16-0984838
Plan number
001
Location
Rome, NY
Participants
167
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,460,444
Total liabilities (EOY)
$0
Net assets (EOY)
$3,460,444
Employer contributions
$196,654
Participant contributions
$277,356
Total income / additions
$956,896
Benefits paid
$271,192
Administrative expenses
$20,269
Total expenses
$291,461
Net increase / (decrease)
$665,435
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nbt Bank N.A.NONE$20,269not reported in the loaded dataset
Epic Retirement Plan ServicesNONE$0$0
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages