2023 Form 5500 filing — Rdg Planning & Design, Inc. 401(K) Retirement 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 20240906152629NAL0001608177001) for Rdg Planning & Design, Inc. 401(K) Retirement Plan, reported by Rdg Planning & Design, Inc. under EIN 42-1338016 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$49.1MReported net assets$49,070,983
Participants263
Provider compensation$131K2 Schedule C row(s)$131,011
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240906152629NAL0001608177001
- Plan sponsor
- Rdg Planning & Design, Inc.
- EIN
- 42-1338016
- Plan number
- 001
- Location
- Des Moines, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$49.1M total assets
Net assets$49.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $49,070,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,070,983
- Employer contributions
- $569,938
- Participant contributions
- $2,164,933
- Total income / additions
- $11,466,049
- Benefits paid
- $1,868,511
- Administrative expenses
- $122,706
- Total expenses
- $1,991,217
- Net increase / (decrease)
- $9,474,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $118,070 | $0 |
| Global Retirement Partners LLC | NONE | $12,941 | not reported in the loaded dataset |