Plan5500

R.W. Sauder, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R.W. Sauder, 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.W. Sauder, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R.W. Sauder, Inc. under EIN 23-6542183 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $21,477,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.W. Sauder, Inc.
EIN
23-6542183
Plan number
001
Plan type
2
Location
Lititz, PA
Latest filing year
2023
Participants
408
End-of-year plan assets
$21,477,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20250408091228NAL0009917171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,477,554
Total liabilities (EOY)
$0
Net assets (EOY)
$21,477,554
Net assets (BOY)
$20,460,316

Income & contributions

Employer contributions
$167,810
Participant contributions
$820,305
Total contributions
$1,513,281
Total income / additions
$5,504,808

Expenses & distributions

Benefits paid
$4,432,302
Administrative expenses
$47,049
Total expenses
$4,487,570
Net increase / (decrease)
$1,017,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$21,706not reported in the loaded dataset2023
Rkl, LlpACCOUNTANT/AUDITOR$21,449not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,894$02023

Related Form 5500 pages