2023 Form 5500 filing — Mueser Rutledge Consulting Engineers Pllc 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 20241015154529NAL0030221233001) for Mueser Rutledge Consulting Engineers Pllc 401(K) Retirement Savings Plan, reported by Mueser Rutledge Consulting Engineers Pllc under EIN 13-1669034 and plan number 002. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154529NAL0030221233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mueser Rutledge Consulting Engineers Pllc
- EIN
- 13-1669034
- Plan number
- 002
- Location
- New York, NY
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,727,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,727,910
- Employer contributions
- $597,019
- Participant contributions
- $1,485,573
- Total income / additions
- $8,244,756
- Benefits paid
- $6,001,318
- Administrative expenses
- $155,134
- Total expenses
- $6,156,452
- Net increase / (decrease)
- $2,088,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | ADVISOR | $96,458 | $0 |
| Nationwide | SERVICE PROVIDER | $35,606 | $19,259 |
| Concierge Retirement Services | TPA | $23,073 | not reported in the loaded dataset |