Rocky Mountain Chocolate Factory, Inc. 401(K) Plan — Form 5500 plan (Rocky Mountain Chocolate Factory)

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, Rocky Mountain Chocolate Factory, Inc. 401(K) Plan is a benefit plan reported by Rocky Mountain Chocolate Factory under EIN 84-0910696 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $10,230,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rocky Mountain Chocolate Factory
EIN
84-0910696
Plan number
001
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
217
End-of-year plan assets
$10,230,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241205085417NAL0002948595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,230,495
Total liabilities (EOY)
$17,802
Net assets (EOY)
$10,212,693
Net assets (BOY)
$8,657,367

Income & contributions

Employer contributions
$57,264
Participant contributions
$368,416
Total contributions
$429,476
Total income / additions
$1,984,895

Expenses & distributions

Benefits paid
$402,299
Administrative expenses
$19,299
Total expenses
$429,569
Net increase / (decrease)
$1,555,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$19,299$02023

Related Form 5500 pages