Resource Management, Inc. 401(K) Plan — Form 5500 plan (Resource Management, Inc.)
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, Resource Management, Inc. 401(K) Plan is a benefit plan reported by Resource Management, Inc. under EIN 87-0499948 and plan number 333. The latest loaded filing year is 2023. The filing reports 9,201 participants and $242,468,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resource Management, Inc.
- EIN
- 87-0499948
- Plan number
- 333
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 9,201
- End-of-year plan assets
- $242,468,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,201 | H, C | 20241004093940NAL0012056097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,468,841
- Total liabilities (EOY)
- $152,218
- Net assets (EOY)
- $242,316,623
- Net assets (BOY)
- $194,044,929
Income & contributions
- Employer contributions
- $9,661,002
- Participant contributions
- $24,883,842
- Total contributions
- $36,920,976
- Total income / additions
- $73,210,754
Expenses & distributions
- Benefits paid
- $23,244,972
- Administrative expenses
- $1,301,485
- Total expenses
- $24,546,457
- Net increase / (decrease)
- $48,664,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United 401(K) Plans, Inc. | CONTRACT ADMINISTRATOR | $965,754 | $131,290 | 2023 |
| Global Retirement Partners, LLC | ADVISOR | $323,984 | not reported in the loaded dataset | 2023 |
| Uma Financial Services | ADVISOR | $14,997 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resource Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- United 401(K) Plans, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Uma Financial Services — Schedule C compensation