Rdg Planning & Design, Inc. 401(K) Retirement Plan — Form 5500 plan (Rdg Planning & Design, 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, Rdg Planning & Design, Inc. 401(K) Retirement Plan is a benefit plan reported by Rdg Planning & Design, Inc. under EIN 42-1338016 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $49,070,983 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$49.1MPlan net assets, end of year$49,070,983
Participants263Covered participants reported
Assets / participant$186.6KComputed: assets ÷ participants$186,582 (computed)
Provider compensation$131K2 Schedule C provider row(s)$131,011
- Plan sponsor
- Rdg Planning & Design, Inc.
- EIN
- 42-1338016
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240906152629NAL0001608177001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$49.1M total assets
Net assets$49.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $49,070,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,070,983
- Net assets (BOY)
- $39,596,151
Income & contributions
- Employer contributions
- $569,938
- Participant contributions
- $2,164,933
- Total contributions
- $3,948,149
- Total income / additions
- $11,466,049
Expenses & distributions
- Benefits paid
- $1,868,511
- Administrative expenses
- $122,706
- Total expenses
- $1,991,217
- Net increase / (decrease)
- $9,474,832
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $118,070 | $0 | 2023 |
| Global Retirement Partners LLC | NONE | $12,941 | not reported in the loaded dataset | 2023 |