R&L Spring Company 401(K) Plan — Form 5500 plan (R&L Spring Company)
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&L Spring Company 401(K) Plan is a benefit plan reported by R&L Spring Company under EIN 36-2736580 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $21,143,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R&L Spring Company
- EIN
- 36-2736580
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Geneva, WI
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $21,143,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240905111250NAL0021465985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,143,387
- Net assets (EOY)
- $21,143,387
- Net assets (BOY)
- $17,503,666
Income & contributions
- Employer contributions
- $337,521
- Participant contributions
- $948,210
- Total contributions
- $1,405,600
- Total income / additions
- $4,684,518
Expenses & distributions
- Benefits paid
- $990,198
- Administrative expenses
- $54,599
- Total expenses
- $1,044,797
- Net increase / (decrease)
- $3,639,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,699 | not reported in the loaded dataset | 2023 |
| Prospera Financial Services Inc | INVESTMENT ADVISOR | $20,004 | not reported in the loaded dataset | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R&L Spring Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Lake Geneva, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Prospera Financial Services Inc — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation