2023 Form 5500 filing — Retirement 401k 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 20240812102121NAL0016015744001) for Retirement 401k Plan, reported by Russell & Sons Construction Company Inc. under EIN 43-0824154 and plan number 001. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240812102121NAL0016015744001
Filing year
2023
Form type
2
Plan sponsor
Russell & Sons Construction Company Inc.
EIN
43-0824154
Plan number
001
Location
Longview, TX
Participants
37
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,066,436
Total liabilities (EOY)
$0
Net assets (EOY)
$5,066,436
Employer contributions
$19,994
Participant contributions
$199,936
Total income / additions
$1,339,174
Benefits paid
$2,625,434
Administrative expenses
$3,575
Total expenses
$2,654,413
Net increase / (decrease)
-$1,315,239
Schedule source
Schedule I

Related Form 5500 pages