2023 Form 5500 filing — Rust Enterprises, Inc. 401(K) Retirement 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 20241230154124NAL0016271553001) for Rust Enterprises, Inc. 401(K) Retirement Plan, reported by Rust Enterprises, Inc. under EIN 56-1047356 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230154124NAL0016271553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rust Enterprises, Inc.
- EIN
- 56-1047356
- Plan number
- 002
- Location
- Lumberton, NC
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,052,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,052,326
- Employer contributions
- $103,785
- Participant contributions
- $178,442
- Total income / additions
- $932,505
- Benefits paid
- $639,022
- Administrative expenses
- $29,871
- Total expenses
- $668,893
- Net increase / (decrease)
- $263,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | RECORDKEEPER | $18,947 | $0 |
| One Digital Investment Advisors | INVESTMENT ADVISOR | $10,924 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |