2023 Form 5500 filing — Reinhart Boerner Van Deuren, S.C. 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 20241011131751NAL0012527859001) for Reinhart Boerner Van Deuren, S.C. 401(K) Profit Sharing Plan, reported by Reinhart Boerner Van Deuren, S.C. under EIN 39-1126909 and plan number 001. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$278.8MReported net assets$278,824,553
Participants497
Provider compensation$172.5K4 Schedule C row(s)$172,505
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011131751NAL0012527859001
Plan sponsor
Reinhart Boerner Van Deuren, S.C.
EIN
39-1126909
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$278.8M total assets
Net assets$278.8MLiabilities$0
Money in vs. money out
Total income / additions$54.5M
Total expenses$16.5M
Benefits paid / distributions$16.4M
Contributions
Employer$6.1M
Participant$4.2M
Full reported line items
Total assets (EOY)
$278,824,553
Total liabilities (EOY)
$0
Net assets (EOY)
$278,824,553
Employer contributions
$6,144,293
Participant contributions
$4,241,648
Total income / additions
$54,467,353
Benefits paid
$16,372,004
Administrative expenses
$172,505
Total expenses
$16,544,509
Net increase / (decrease)
$37,922,844
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $102.5K
  2. 2
    RECORDKEEPER · Direct $34.2K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $23K
  4. 4
    ACTUARY · Direct $12.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011131751NAL0012527859001 cover?
It is the 2023 Form 5500 filing for Reinhart Boerner Van Deuren, S.C. 401(K) Profit Sharing Plan, reported by Reinhart Boerner Van Deuren, S.C. (EIN 39-1126909).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages