2023 Form 5500 filing — Rusnak 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731052541NAL0014048579001) for Rusnak 401(K) Plan, reported by Prm Corporation under EIN 95-2860107 and plan number 001. It reports 875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731052541NAL0014048579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prm Corporation
- EIN
- 95-2860107
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,671,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,671,197
- Participant contributions
- $4,121,221
- Total income / additions
- $11,476,680
- Benefits paid
- $4,861,965
- Administrative expenses
- $157,990
- Total expenses
- $5,106,371
- Net increase / (decrease)
- $6,370,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $74,553 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $72,136 | $0 |
| Dougherty & Company | INVESTMENT/FINANCIAL ADVI | $11,300 | $0 |