Rmi 401(K) Retirement Plan — Form 5500 plan (Rocky Mountain Instrument 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, Rmi 401(K) Retirement Plan is a benefit plan reported by Rocky Mountain Instrument Company under EIN 84-0468045 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $4,013,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Mountain Instrument Company
- EIN
- 84-0468045
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, CO
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $4,013,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015154215NAL0050243776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,013,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,013,592
- Net assets (BOY)
- $3,343,231
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $341,554
- Total contributions
- $341,554
- Total income / additions
- $799,839
Expenses & distributions
- Benefits paid
- $100,926
- Administrative expenses
- $28,552
- Total expenses
- $129,478
- Net increase / (decrease)
- $670,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $28,552 | $0 | 2023 |