2023 Form 5500 filing — Riesterer & Schnell 401(K) 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 20241008112702NAL0016524929001) for Riesterer & Schnell 401(K) Plan, reported by Riesterer & Schnell, Inc. under EIN 39-1845937 and plan number 002. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112702NAL0016524929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riesterer & Schnell, Inc.
- EIN
- 39-1845937
- Plan number
- 002
- Location
- Pulaski, WI
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,698,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,698,668
- Employer contributions
- $558,170
- Participant contributions
- $1,519,780
- Total income / additions
- $6,120,495
- Benefits paid
- $2,048,480
- Administrative expenses
- $166,074
- Total expenses
- $2,214,554
- Net increase / (decrease)
- $3,905,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | NONE | $73,219 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $35,351 | $0 |
| Pension Inc | NONE | $10,084 | not reported in the loaded dataset |