Ruekert & Mielke, Inc. Profit Sharing/ 401(K) Trust — Form 5500 plan (Ruekert & Mielke, 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, Ruekert & Mielke, Inc. Profit Sharing/ 401(K) Trust is a benefit plan reported by Ruekert & Mielke, Inc. under EIN 39-0908882 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $35,428,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ruekert & Mielke, Inc.
EIN
39-0908882
Plan number
002
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
147
End-of-year plan assets
$35,428,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241011074559NAL0012266835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,428,817
Total liabilities (EOY)
$0
Net assets (EOY)
$35,428,817
Net assets (BOY)
$29,982,234

Income & contributions

Employer contributions
$259,069
Participant contributions
$944,111
Total contributions
$2,826,629
Total income / additions
$7,342,758

Expenses & distributions

Benefits paid
$1,836,609
Administrative expenses
$59,566
Total expenses
$1,896,175
Net increase / (decrease)
$5,446,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,552$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$30,4152023

Related Form 5500 pages