2023 Form 5500 filing — C.L. Rieckhoff Company, Inc. 401(K) Profit Sharing 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 20240920123743NAL0013122448001) for C.L. Rieckhoff Company, Inc. 401(K) Profit Sharing Plan, reported by C.L. Rieckhoff Company, Inc. under EIN 38-6322080 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920123743NAL0013122448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.L. Rieckhoff Company, Inc.
- EIN
- 38-6322080
- Plan number
- 002
- Location
- Taylor, MI
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,166,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,166,294
- Employer contributions
- $320,855
- Participant contributions
- $622,318
- Total income / additions
- $3,012,732
- Benefits paid
- $760,611
- Administrative expenses
- $69,129
- Total expenses
- $835,523
- Net increase / (decrease)
- $2,177,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fifth Third Bank | INVESTMENT ADVISOR | $24,007 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,740 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,382 | $0 |
| Charles Schwab & Co, Inc. | SECURITIES BROKERAGE | $0 | $0 |