2023 Form 5500 filing — Rcm Industries, Inc. Defined Benefit Pension 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 20241114123715NAL0018426785001) for Rcm Industries, Inc. Defined Benefit Pension Plan, reported by Rcm Industries, Inc. under EIN 36-3710664 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114123715NAL0018426785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rcm Industries, Inc.
- EIN
- 36-3710664
- Plan number
- 001
- Location
- Franklin Park, IL
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,279,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,311
- Employer contributions
- $410,000
- Total income / additions
- $1,006,360
- Benefits paid
- $1,511,262
- Administrative expenses
- $111,730
- Total expenses
- $1,622,992
- Net increase / (decrease)
- -$616,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $17,234 | not reported in the loaded dataset |
| Alliance Pension Consultants LLC | ACTUARY | $14,934 | not reported in the loaded dataset |
| Matrix Trust Company | INVESTMENT ADVISOR | $13,902 | $0 |
| Sage Advisory Services, Ltd Co. | INVESTMENT MANAGER | $5,012 | not reported in the loaded dataset |