Rcm Industries, Inc. Defined Benefit Pension Plan — Form 5500 plan (Rcm 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, Rcm Industries, Inc. Defined Benefit Pension Plan is a benefit plan reported by Rcm Industries, Inc. under EIN 36-3710664 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $9,279,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rcm Industries, Inc.
- EIN
- 36-3710664
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin Park, IL
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $9,279,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241114123715NAL0018426785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,279,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,311
- Net assets (BOY)
- $9,895,943
Income & contributions
- Employer contributions
- $410,000
- Total contributions
- $410,000
- Total income / additions
- $1,006,360
Expenses & distributions
- Benefits paid
- $1,511,262
- Administrative expenses
- $111,730
- Total expenses
- $1,622,992
- Net increase / (decrease)
- -$616,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $17,234 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants LLC | ACTUARY | $14,934 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | INVESTMENT ADVISOR | $13,902 | $0 | 2023 |
| Sage Advisory Services, Ltd Co. | INVESTMENT MANAGER | $5,012 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rcm Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Franklin Park, IL
- Ubs Financial Services, Inc. — Schedule C compensation
- Alliance Pension Consultants LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Sage Advisory Services, Ltd Co. — Schedule C compensation