Rbc Medical Innovations Safe Harbor 401(K) Plan — Form 5500 plan (Rbc Medical Innovations)
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, Rbc Medical Innovations Safe Harbor 401(K) Plan is a benefit plan reported by Rbc Medical Innovations under EIN 74-2840622 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $6,715,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rbc Medical Innovations
- EIN
- 74-2840622
- Plan number
- 001
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $6,715,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241002155110NAL0014807008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,715,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,715,090
- Net assets (BOY)
- $5,141,648
Income & contributions
- Employer contributions
- $289,081
- Participant contributions
- $605,207
- Total contributions
- $999,369
- Total income / additions
- $1,937,851
Expenses & distributions
- Benefits paid
- $319,816
- Administrative expenses
- $44,593
- Total expenses
- $364,409
- Net increase / (decrease)
- $1,573,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | NONE | $26,660 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists | NONE | $16,065 | not reported in the loaded dataset | 2023 |