Rotating Machinery Services, Inc. 401(K) P/S Plan — Form 5500 plan (Rotating Machinery Services, 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, Rotating Machinery Services, Inc. 401(K) P/S Plan is a benefit plan reported by Rotating Machinery Services, Inc. under EIN 23-2950867 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $28,044,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rotating Machinery Services, Inc.
EIN
23-2950867
Plan number
001
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
353
End-of-year plan assets
$28,044,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20240923074002NAL0006506035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,044,093
Total liabilities (EOY)
$0
Net assets (EOY)
$28,044,093
Net assets (BOY)
$23,263,522

Income & contributions

Employer contributions
$1,597,801
Participant contributions
$3,184,656
Total contributions
$5,373,897
Total income / additions
$9,202,942

Expenses & distributions

Benefits paid
$4,290,771
Administrative expenses
$131,600
Total expenses
$4,422,371
Net increase / (decrease)
$4,780,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$67,530not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$64,070$02023

Related Form 5500 pages