2023 Form 5500 filing — Ratp Dev North America 401(K) 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 20241015155415NAL0057079874001) for Ratp Dev North America 401(K) Plan, reported by Ratp Dev North America under EIN 75-1626932 and plan number 002. It reports 1,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155415NAL0057079874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ratp Dev North America
- EIN
- 75-1626932
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 1,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,104,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,104,774
- Employer contributions
- $1,445,980
- Participant contributions
- $2,715,550
- Total income / additions
- $9,048,164
- Benefits paid
- $3,885,806
- Administrative expenses
- $141,182
- Total expenses
- $4,108,014
- Net increase / (decrease)
- $4,940,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $83,160 | $0 |
| Baker Tilly Virchow Krause | NONE | $32,156 | not reported in the loaded dataset |
| Fsc Securities Corp | NONE | $26,340 | not reported in the loaded dataset |
| National Financial Services | NONE | $0 | $14 |