Plan5500

Rtc Retirement Plan For Union Associates — Form 5500 plan (Rtc Industries, 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, Rtc Retirement Plan For Union Associates is a benefit plan reported by Rtc Industries, Inc. under EIN 36-2264021 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $5,764,116 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,764,116
Participants128Covered participants reported
Assets / participant$45KComputed: assets ÷ participants$45,032 (computed)
Provider compensation$9.2K1 Schedule C provider row(s)$9,157
Plan sponsor
Rtc Industries, Inc.
EIN
36-2264021
Plan number
001
Plan type
2
Location
Rolling Meadows, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    128 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$420.9K
Benefits paid / distributions$411.1K
Contributions
Employer$280.6K
Participant$251.4K
Full reported line items

Net assets

Total assets (EOY)
$5,764,116
Total liabilities (EOY)
$0
Net assets (EOY)
$5,764,116
Net assets (BOY)
$5,011,432

Income & contributions

Employer contributions
$280,587
Participant contributions
$251,372
Total contributions
$531,959
Total income / additions
$1,173,549

Expenses & distributions

Benefits paid
$411,145
Administrative expenses
$9,720
Total expenses
$420,865
Net increase / (decrease)
$752,684
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$9.2K
    NONE · Direct $9.2K · Indirect $0

Related Form 5500 pages