Rim Logistics, Ltd. 401k Plan — Form 5500 plan (Rim Logistics, Ltd)

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, Rim Logistics, Ltd. 401k Plan is a benefit plan reported by Rim Logistics, Ltd under EIN 36-4163840 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $11,836,877 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.8MPlan net assets, end of year$11,836,877
Participants372Covered participants reported
Assets / participant$31.8KComputed: assets ÷ participants$31,820 (computed)
Provider compensation$42.4K3 Schedule C provider row(s)$42,428
Plan sponsor
Rim Logistics, Ltd
EIN
36-4163840
Plan number
001
Plan type
2
Location
Us Roselle, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20240730110829NAL0019926769001
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)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$469.8K
Benefits paid / distributions$453.1K
Contributions
Employer$471.4K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$11,836,877
Total liabilities (EOY)
$0
Net assets (EOY)
$11,836,877
Net assets (BOY)
$8,784,738

Income & contributions

Employer contributions
$471,362
Participant contributions
$1,244,392
Total contributions
$1,770,550
Total income / additions
$3,521,925

Expenses & distributions

Benefits paid
$453,136
Administrative expenses
$16,650
Total expenses
$469,786
Net increase / (decrease)
$3,052,139
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 27%Participant 73%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCSERVICE PROVIDER$0$25,7782023
Sikich LlpSERVICE PROVIDER$10,900not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$5,750not reported in the loaded dataset2023

Related Form 5500 pages