2023 Form 5500 filing — R & H Mechanical, LLC 401(K) Retirement 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 20241015092006NAL0048639184001) for R & H Mechanical, LLC 401(K) Retirement Savings Plan, reported by R & H Mechanical, Inc. under EIN 32-0109930 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092006NAL0048639184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R & H Mechanical, Inc.
- EIN
- 32-0109930
- Plan number
- 001
- Location
- Eagle, CO
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,171,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,171,926
- Employer contributions
- $312,502
- Participant contributions
- $641,705
- Total income / additions
- $1,640,251
- Benefits paid
- $345,400
- Administrative expenses
- $39,070
- Total expenses
- $384,470
- Net increase / (decrease)
- $1,255,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $21,556 | $0 |
| Clifton Larson Allen Wealth Adv LLC | INVESTMENT ADVISOR | $14,571 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services | CONTRACT ADMINISTRATOR | $1,500 | $4,227 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,162 | not reported in the loaded dataset |