Realtruck Retirement Savings Plan — Form 5500 plan (Realtruck Group, 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, Realtruck Retirement Savings Plan is a benefit plan reported by Realtruck Group, Inc. under EIN 47-1350873 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,446 participants and $120,636,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Realtruck Group, Inc.
- EIN
- 47-1350873
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 5,446
- End-of-year plan assets
- $120,636,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,446 | H, C | 20241001134358NAL0007209217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,636,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,636,646
- Net assets (BOY)
- $97,733,541
Income & contributions
- Employer contributions
- $5,635,504
- Participant contributions
- $12,259,920
- Total contributions
- $20,480,989
- Total income / additions
- $37,697,093
Expenses & distributions
- Benefits paid
- $14,001,964
- Administrative expenses
- $593,696
- Total expenses
- $14,793,988
- Net increase / (decrease)
- $22,903,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $480,647 | $0 | 2023 |
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $88,049 | not reported in the loaded dataset | 2023 |
| P&M Holding Group Llp Dba | AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Realtruck Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Gregory J Schwartz & Company Inc — Schedule C compensation
- P&M Holding Group Llp Dba — Schedule C compensation