Plan5500

Romo, Inc. 401(K) Plan — Form 5500 plan (Romo, 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, Romo, Inc. 401(K) Plan is a benefit plan reported by Romo, Inc. under EIN 39-0915013 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,293,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Romo, Inc.
EIN
39-0915013
Plan number
001
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
133
End-of-year plan assets
$8,293,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240909094454NAL0010135058001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,293,853
Total liabilities (EOY)
$0
Net assets (EOY)
$8,293,853
Net assets (BOY)
$6,893,691

Income & contributions

Employer contributions
$106,926
Participant contributions
$460,687
Total contributions
$567,613
Total income / additions
$1,593,832

Expenses & distributions

Benefits paid
$149,550
Administrative expenses
$44,120
Total expenses
$193,670
Net increase / (decrease)
$1,400,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates InceREGISTERED INVESTMENT AD$1,517not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$700$02023

Related Form 5500 pages