Riesterer & Schnell 401(K) Plan — Form 5500 plan (Riesterer & Schnell, 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, Riesterer & Schnell 401(K) Plan is a benefit plan reported by Riesterer & Schnell, Inc. under EIN 39-1845937 and plan number 002. The latest loaded filing year is 2023. The filing reports 369 participants and $24,698,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riesterer & Schnell, Inc.
EIN
39-1845937
Plan number
002
Plan type
2
Location
Pulaski, WI
Latest filing year
2023
Participants
369
End-of-year plan assets
$24,698,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241008112702NAL0016524929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,698,668
Total liabilities (EOY)
$0
Net assets (EOY)
$24,698,668
Net assets (BOY)
$20,792,727

Income & contributions

Employer contributions
$558,170
Participant contributions
$1,519,780
Total contributions
$2,697,991
Total income / additions
$6,120,495

Expenses & distributions

Benefits paid
$2,048,480
Administrative expenses
$166,074
Total expenses
$2,214,554
Net increase / (decrease)
$3,905,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCNONE$73,219not reported in the loaded dataset2023
Lincoln National CorporationNONE$35,351$02023
Pension IncNONE$10,084not reported in the loaded dataset2023

Related Form 5500 pages