2023 Form 5500 filing — Riekes Equipment Company 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 20241014094412NAL0025847089001) for Riekes Equipment Company 401(K) Profit Sharing Plan, reported by Riekes Equipment Company under EIN 47-0669023 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094412NAL0025847089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riekes Equipment Company
- EIN
- 47-0669023
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,059,415
- Total liabilities (EOY)
- $50,075
- Net assets (EOY)
- $19,009,340
- Employer contributions
- $573,572
- Participant contributions
- $963,666
- Total income / additions
- $4,102,287
- Benefits paid
- $1,099,904
- Administrative expenses
- $78,776
- Total expenses
- $1,178,680
- Net increase / (decrease)
- $2,923,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | NONE | $56,525 | not reported in the loaded dataset |
| Mcmillen Dovali Co, Pc | NONE | $16,776 | not reported in the loaded dataset |
| United Of Omaha | INVESTMENT COMPANY | $5,475 | $0 |
| Mutual Of Omaha | INVESTMENT COMPANY | $0 | $0 |