Plan5500

Romeo Rim, Inc. Retirement Plan — Form 5500 plan (Romeo Rim, 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, Romeo Rim, Inc. Retirement Plan is a benefit plan reported by Romeo Rim, Inc. under EIN 38-2438198 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $4,620,983 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,620,983
Participants147Covered participants reported
Assets / participant$31.4KComputed: assets ÷ participants$31,435 (computed)
Provider compensation$12.7K1 Schedule C provider row(s)$12,655
Plan sponsor
Romeo Rim, Inc.
EIN
38-2438198
Plan number
002
Plan type
2
Location
Bruce Twp, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    147 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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$952.7K
Total expenses$255.5K
Benefits paid / distributions$239.1K
Contributions
Employer$154.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,620,983
Total liabilities (EOY)
$0
Net assets (EOY)
$4,620,983
Net assets (BOY)
$3,923,813

Income & contributions

Employer contributions
$154,620
Total contributions
$154,620
Total income / additions
$952,672

Expenses & distributions

Benefits paid
$239,083
Administrative expenses
$16,419
Total expenses
$255,502
Net increase / (decrease)
$697,170
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%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
    Capfinancial Partners, LLC$12.7K
    INVESTMENT MANAGEMENT · Direct $12.7K

Related Form 5500 pages