2023 Form 5500 filing — Rw Specialties Employee 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 20241007145208NAL0008978355001) for Rw Specialties Employee Savings Plan, reported by Rws Operating Co, LLC under EIN 84-3507837 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007145208NAL0008978355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rws Operating Co, LLC
- EIN
- 84-3507837
- Plan number
- 002
- Location
- Henderson, CO
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,209,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,209,456
- Employer contributions
- $224,296
- Participant contributions
- $375,675
- Total income / additions
- $1,909,485
- Benefits paid
- $308,406
- Administrative expenses
- $33,506
- Total expenses
- $341,912
- Net increase / (decrease)
- $1,567,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Insurance Company | RECORDKEEPER | $24,879 | $629 |
| Morgan Stanley | ADVISOR | $22,603 | not reported in the loaded dataset |