Romanoff Group Retirement Savings Plan — Form 5500 plan (Romanoff Electric, 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, Romanoff Group Retirement Savings Plan is a benefit plan reported by Romanoff Electric, Inc. under EIN 31-1020367 and plan number 001. The latest loaded filing year is 2023. The filing reports 890 participants and $11,802,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Romanoff Electric, Inc.
EIN
31-1020367
Plan number
001
Plan type
2
Location
Gahanna, OH
Latest filing year
2023
Participants
890
End-of-year plan assets
$11,802,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023890H, C20241014095649NAL0053010850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,802,171
Total liabilities (EOY)
$0
Net assets (EOY)
$11,802,171
Net assets (BOY)
$9,060,697

Income & contributions

Participant contributions
$2,108,599
Total contributions
$2,280,298
Total income / additions
$4,009,318

Expenses & distributions

Benefits paid
$1,146,322
Administrative expenses
$121,522
Total expenses
$1,267,844
Net increase / (decrease)
$2,741,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$92,156$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$29,366$442023

Related Form 5500 pages