2023 Form 5500 filing — Rackley Solutions, LLC 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 20241015120202NAL0057416738001) for Rackley Solutions, LLC 401(K) Profit Sharing Plan, reported by Rackley Solutions, LLC under EIN 86-1243829 and plan number 003. It reports 229 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)$1.7MReported net assets$1,667,190
Participants229
Provider compensation$2251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120202NAL0057416738001
Plan sponsor
Rackley Solutions, LLC
EIN
86-1243829
Plan number
003
Location
Carthage, TN
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$545.4K
Total expenses$172.2K
Benefits paid / distributions$170.4K
Contributions
Employer$115.3K
Participant$230.1K
Full reported line items
Total assets (EOY)
$1,667,190
Total liabilities (EOY)
$0
Net assets (EOY)
$1,667,190
Employer contributions
$115,265
Participant contributions
$230,071
Total income / additions
$545,408
Benefits paid
$170,436
Administrative expenses
$1,750
Total expenses
$172,186
Net increase / (decrease)
$373,222
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY PLAN · Direct $0 · Indirect $225

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120202NAL0057416738001 cover?
It is the 2023 Form 5500 filing for Rackley Solutions, LLC 401(K) Profit Sharing Plan, reported by Rackley Solutions, LLC (EIN 86-1243829).
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