R&K Enterprises 401(K) Plan — Form 5500 plan (R&K Enterprise Solutions, Inc.)
Plain-English plan 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, R&K Enterprises 401(K) Plan is a benefit plan reported by R&K Enterprise Solutions, Inc. under EIN 20-8461691 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $6,987,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R&K Enterprise Solutions, Inc.
- EIN
- 20-8461691
- Plan number
- 001
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $6,987,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20240701084556NAL0005157216002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,987,716
- Total liabilities (EOY)
- $16,874
- Net assets (EOY)
- $6,970,842
- Net assets (BOY)
- $6,361,070
Income & contributions
- Employer contributions
- $321,886
- Participant contributions
- $850,245
- Total contributions
- $1,189,486
- Total income / additions
- $2,188,001
Expenses & distributions
- Benefits paid
- $1,490,233
- Administrative expenses
- $66,209
- Total expenses
- $1,578,229
- Net increase / (decrease)
- $609,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $24,633 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY - PLA | $17,298 | $0 | 2023 |
| Tristar Pension, Ltd | THIRD PARTY ADMINISTRATOR | $6,949 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R&K Enterprise Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Transamerica Life Insurance Company — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Tristar Pension, Ltd — Schedule C compensation