2023 Form 5500 filing — Realtruck Retirement Savings 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 20241001134358NAL0007209217001) for Realtruck Retirement Savings Plan, reported by Realtruck Group, Inc. under EIN 47-1350873 and plan number 001. It reports 5,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001134358NAL0007209217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Realtruck Group, Inc.
- EIN
- 47-1350873
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 5,446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,636,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,636,646
- Employer contributions
- $5,635,504
- Participant contributions
- $12,259,920
- Total income / additions
- $37,697,093
- Benefits paid
- $14,001,964
- Administrative expenses
- $593,696
- Total expenses
- $14,793,988
- Net increase / (decrease)
- $22,903,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $480,647 | $0 |
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $88,049 | not reported in the loaded dataset |
| P&M Holding Group Llp Dba | AUDITOR | $25,000 | not reported in the loaded dataset |