Romco, Inc. Profit-Sharing Plan — Form 5500 plan (Romco Equipment Company)

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, Romco, Inc. Profit-Sharing Plan is a benefit plan reported by Romco Equipment Company under EIN 75-1316474 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $27,704,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Romco Equipment Company
EIN
75-1316474
Plan number
001
Plan type
2
Location
Carrollton, TX
Latest filing year
2023
Participants
427
End-of-year plan assets
$27,704,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20241010175520NAL0034936656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,704,238
Total liabilities (EOY)
$0
Net assets (EOY)
$27,704,238
Net assets (BOY)
$22,223,361

Income & contributions

Employer contributions
$747,555
Participant contributions
$2,403,224
Total contributions
$3,282,007
Total income / additions
$8,192,860

Expenses & distributions

Benefits paid
$2,692,406
Administrative expenses
$16,284
Total expenses
$2,711,983
Net increase / (decrease)
$5,480,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,546not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,738$02023

Related Form 5500 pages