R.M. Towill Corporation 401(K) Retirement Savings Plan — Form 5500 plan (R. M. Towill 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, R.M. Towill Corporation 401(K) Retirement Savings Plan is a benefit plan reported by R. M. Towill Corporation under EIN 99-0144094 and plan number 004. The latest loaded filing year is 2023. The filing reports 129 participants and $17,283,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. M. Towill Corporation
- EIN
- 99-0144094
- Plan number
- 004
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $17,283,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241011220510NAL0011386531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,283,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,283,874
- Net assets (BOY)
- $14,717,101
Income & contributions
- Employer contributions
- $18,590
- Participant contributions
- $754,099
- Total contributions
- $772,689
- Total income / additions
- $3,227,438
Expenses & distributions
- Benefits paid
- $623,576
- Administrative expenses
- $450
- Total expenses
- $660,665
- Net increase / (decrease)
- $2,566,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $450 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smit | ADVISOR | $0 | $0 | 2023 |