2023 Form 5500 filing — R&L Spring Company 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 20240905111250NAL0021465985001) for R&L Spring Company 401(K) Plan, reported by R&L Spring Company under EIN 36-2736580 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905111250NAL0021465985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R&L Spring Company
- EIN
- 36-2736580
- Plan number
- 001
- Location
- Lake Geneva, WI
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,143,387
- Net assets (EOY)
- $21,143,387
- Employer contributions
- $337,521
- Participant contributions
- $948,210
- Total income / additions
- $4,684,518
- Benefits paid
- $990,198
- Administrative expenses
- $54,599
- Total expenses
- $1,044,797
- Net increase / (decrease)
- $3,639,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,699 | not reported in the loaded dataset |
| Prospera Financial Services Inc | INVESTMENT ADVISOR | $20,004 | not reported in the loaded dataset |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,800 | not reported in the loaded dataset |