2023 Form 5500 filing — The Romine Group, 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 20250415153939NAL0006658610001) for The Romine Group, Inc. 401(K) Plan, reported by The Romine Group under EIN 32-0015643 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415153939NAL0006658610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Romine Group
- EIN
- 32-0015643
- Plan number
- 001
- Location
- Utica, MI
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,667,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,667,399
- Employer contributions
- $1,793,997
- Participant contributions
- $1,778,410
- Total income / additions
- $7,608,055
- Benefits paid
- $1,448,513
- Administrative expenses
- $27,053
- Total expenses
- $1,475,566
- Net increase / (decrease)
- $6,132,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Barclay Planning Group, LLC | TPA | $76,270 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $8,261 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $3,522 | $0 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $3,522 | $0 |