Runtal North America, Inc. 401(K) Plan — Form 5500 plan (Runtal North America, Inc)

Plain-English plan 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, Runtal North America, Inc. 401(K) Plan is a benefit plan reported by Runtal North America, Inc under EIN 02-0354244 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $7,097,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Runtal North America, Inc
EIN
02-0354244
Plan number
001
Plan type
2
Location
Ward Hill, MA
Latest filing year
2023
Participants
115
End-of-year plan assets
$7,097,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241011114146NAL0044158914002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,097,403
Net assets (EOY)
$7,097,403
Net assets (BOY)
$6,093,104

Income & contributions

Employer contributions
$13,581
Participant contributions
$479,040
Total contributions
$492,621
Total income / additions
$1,636,022

Expenses & distributions

Benefits paid
$628,042
Administrative expenses
$3,681
Total expenses
$631,723
Net increase / (decrease)
$1,004,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCINVESTMENT ADVISOR$15,392$02023
Nbt Bank Na Dba Third Party AdminisCONTRACT ADMIN$3,675$02023

Related Form 5500 pages