Rtm & Associates, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Rtm & Associates, 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, Rtm & Associates, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Rtm & Associates, Inc. under EIN 36-3129785 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $25,290,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rtm & Associates, Inc.
- EIN
- 36-3129785
- Plan number
- 002
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $25,290,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20241007085224NAL0008732803002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,290,079
- Net assets (EOY)
- $25,290,079
- Net assets (BOY)
- $18,635,492
Income & contributions
- Employer contributions
- $843,681
- Participant contributions
- $2,421,813
- Total contributions
- $3,951,892
- Total income / additions
- $7,304,914
Expenses & distributions
- Benefits paid
- $530,076
- Administrative expenses
- $120,251
- Total expenses
- $650,327
- Net increase / (decrease)
- $6,654,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $63,312 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins Co Usa | RECORDKEEPER | $39,463 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants Inc. | CONTRACT ADMINISTRATOR | $17,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rtm & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Wintrust Investments LLC — Schedule C compensation
- John Hancock Life Ins Co Usa — Schedule C compensation
- Retirement Plan Consultants Inc. — Schedule C compensation