2023 Form 5500 filing — Rush Enterprises, Inc. Employee 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 20251013111535NAL0001104753001) for Rush Enterprises, Inc. Employee 401(K) Plan, reported by Rush Enterprises, Inc. under EIN 74-2786267 and plan number 001. It reports 8,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013111535NAL0001104753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rush Enterprises, Inc.
- EIN
- 74-2786267
- Plan number
- 001
- Location
- New Braunfels, TX
- Participants
- 8,961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $484,431,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $484,431,046
- Employer contributions
- $12,994,282
- Participant contributions
- $44,925,751
- Total income / additions
- $131,370,102
- Benefits paid
- $43,914,470
- Administrative expenses
- $608,924
- Total expenses
- $44,584,297
- Net increase / (decrease)
- $86,785,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $473,380 | $0 |
| Captrust Financial Advisors | ADVISOR | $110,869 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $24,675 | not reported in the loaded dataset |