Rk Stratman, Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (Rk Stratman, 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, Rk Stratman, Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by Rk Stratman, Inc. under EIN 43-1432476 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $9,218,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rk Stratman, Inc.
EIN
43-1432476
Plan number
001
Plan type
2
Location
Wentzville, MO
Latest filing year
2023
Participants
178
End-of-year plan assets
$9,218,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20240910124719NAL0005649633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,218,701
Net assets (EOY)
$9,218,701
Net assets (BOY)
$10,494,316

Income & contributions

Employer contributions
$70,919
Participant contributions
$374,695
Total contributions
$445,614
Total income / additions
$2,034,338

Expenses & distributions

Benefits paid
$3,267,699
Administrative expenses
$42,254
Total expenses
$3,309,953
Net increase / (decrease)
-$1,275,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & AssociatesADVISOR$21,317not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$20,937$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages