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, Rettew Associates Inc 401(K) & Profit Sharing Plan is a benefit plan reported by Rettew Associates, Inc. under EIN 23-1712637 and plan number 002. The latest loaded filing year is 2023. The filing reports 421 participants and $38,752,023 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,752,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,752,023
- Net assets (BOY)
- $34,935,798
Income & contributions
- Employer contributions
- $347,963
- Participant contributions
- $2,244,502
- Total contributions
- $3,589,345
- Total income / additions
- $9,552,637
Expenses & distributions
- Benefits paid
- $5,598,623
- Administrative expenses
- $137,789
- Total expenses
- $5,736,412
- Net increase / (decrease)
- $3,816,225