Rwt Retirement Plan — Form 5500 plan (Rwt Corporation)

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, Rwt Retirement Plan is a benefit plan reported by Rwt Corporation under EIN 82-4784637 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $1,569,800 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,569,800
Participants34Covered participants reported
Assets / participant$46.2KComputed: assets ÷ participants$46,171 (computed)
Provider compensationNone reported
Plan sponsor
Rwt Corporation
EIN
82-4784637
Plan number
001
Plan type
2
Location
Madison, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I20241007173319NAL0026839520001
Schedule I · 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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$319.9K
Total expenses$216.7K
Benefits paid / distributions$207.8K
Contributions
Employer$37.5K
Participant$85.5K
Full reported line items

Net assets

Total assets (EOY)
$1,569,800
Total liabilities (EOY)
$0
Net assets (EOY)
$1,569,800
Net assets (BOY)
$1,466,631

Income & contributions

Employer contributions
$37,480
Participant contributions
$85,496
Total income / additions
$319,870

Expenses & distributions

Benefits paid
$207,785
Administrative expenses
$8,916
Total expenses
$216,701
Net increase / (decrease)
$103,169
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 30%Participant 70%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income65%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages