Rasmussen Mechanical Services, Inc. 401(K) Plan — Form 5500 plan (Rasmussen Mechanical Services, 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, Rasmussen Mechanical Services, Inc. 401(K) Plan is a benefit plan reported by Rasmussen Mechanical Services, Inc. under EIN 42-0938158 and plan number 003. The latest loaded filing year is 2023. The filing reports 241 participants and $12,904,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rasmussen Mechanical Services, Inc.
EIN
42-0938158
Plan number
003
Plan type
2
Location
Council Bluffs, IA
Latest filing year
2023
Participants
241
End-of-year plan assets
$12,904,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20260316124418NAL0001132433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,904,884
Total liabilities (EOY)
$0
Net assets (EOY)
$12,904,884
Net assets (BOY)
$10,708,105

Income & contributions

Employer contributions
$307,223
Participant contributions
$773,045
Total contributions
$1,146,498
Total income / additions
$2,719,256

Expenses & distributions

Benefits paid
$477,043
Administrative expenses
$45,434
Total expenses
$522,477
Net increase / (decrease)
$2,196,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$28,320not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,114$02023

Related Form 5500 pages