Rks Associates 401(K) Plan — Form 5500 plan (Rks Associates)
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, Rks Associates 401(K) Plan is a benefit plan reported by Rks Associates under EIN 22-2529877 and plan number 003. The latest loaded filing year is 2023. The filing reports 282 participants and $14,062,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rks Associates
- EIN
- 22-2529877
- Plan number
- 003
- Plan type
- 2
- Location
- Jackson, NJ
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $14,062,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240905143527NAL0010434851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,062,237
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $14,062,217
- Net assets (BOY)
- $14,811,456
Income & contributions
- Employer contributions
- $1,316,717
- Participant contributions
- $313,975
- Total contributions
- $1,646,012
- Total income / additions
- $3,682,517
Expenses & distributions
- Benefits paid
- $4,349,293
- Administrative expenses
- $82,463
- Total expenses
- $4,431,756
- Net increase / (decrease)
- -$749,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cfs Investment Advisory Services | INVESTMENT ADVISORY | $53,935 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | INVESTMENT FEES | $26,570 | not reported in the loaded dataset | 2023 |
| Prime Pensions, Inc. | PLAN RECORDKEEPER | $6,510 | $0 | 2023 |