2023 Form 5500 filing — R & D Tool & Engineering Company Profit Sharing Plan And Trust
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 20241015072552NAL0014192483001) for R & D Tool & Engineering Company Profit Sharing Plan And Trust, reported by R & D Tool & Engineering Company under EIN 43-1237713 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072552NAL0014192483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R & D Tool & Engineering Company
- EIN
- 43-1237713
- Plan number
- 001
- Location
- Lee S Summit, MO
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,558,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,558,032
- Employer contributions
- $163,407
- Participant contributions
- $535,515
- Total income / additions
- $3,639,063
- Benefits paid
- $4,849,512
- Administrative expenses
- $16,207
- Total expenses
- $4,867,454
- Net increase / (decrease)
- -$1,228,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,026 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,181 | $0 |