R & D Tool & Engineering Company Profit Sharing Plan And Trust — Form 5500 plan (R & D Tool & Engineering 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 & D Tool & Engineering Company Profit Sharing Plan And Trust is a benefit plan reported by R & D Tool & Engineering Company under EIN 43-1237713 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $17,558,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R & D Tool & Engineering Company
- EIN
- 43-1237713
- Plan number
- 001
- Plan type
- 2
- Location
- Lee S Summit, MO
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $17,558,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241015072552NAL0014192483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,558,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,558,032
- Net assets (BOY)
- $18,786,423
Income & contributions
- Employer contributions
- $163,407
- Participant contributions
- $535,515
- Total contributions
- $735,092
- Total income / additions
- $3,639,063
Expenses & distributions
- Benefits paid
- $4,849,512
- Administrative expenses
- $16,207
- Total expenses
- $4,867,454
- Net increase / (decrease)
- -$1,228,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,026 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,181 | $0 | 2023 |