2023 Form 5500 filing — Rjw Logistics Group, Inc. 401(K)
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 20240926052652NAL0000158035001) for Rjw Logistics Group, Inc. 401(K), reported by Rjw Logistics Group, Inc. under EIN 83-3562221 and plan number 001. It reports 1,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926052652NAL0000158035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rjw Logistics Group, Inc.
- EIN
- 83-3562221
- Plan number
- 001
- Location
- Woodridge, IL
- Participants
- 1,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,018,497
- Total liabilities (EOY)
- $64,048
- Net assets (EOY)
- $11,954,449
- Employer contributions
- $300,321
- Participant contributions
- $2,791,281
- Total income / additions
- $5,082,866
- Benefits paid
- $984,098
- Administrative expenses
- $152,254
- Total expenses
- $1,154,127
- Net increase / (decrease)
- $3,928,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $130,310 | $0 |
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADVI | $21,942 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |