Rrs Foodservice 401(K) And Profit Sharing Plan — Form 5500 plan (J. L. Culpepper & Company, 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, Rrs Foodservice 401(K) And Profit Sharing Plan is a benefit plan reported by J. L. Culpepper & Company, Inc. under EIN 54-0582703 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $7,301,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. L. Culpepper & Company, Inc.
EIN
54-0582703
Plan number
001
Plan type
2
Location
Ashland, VA
Latest filing year
2023
Participants
136
End-of-year plan assets
$7,301,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241015112544NAL0047563872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,301,259
Total liabilities (EOY)
$0
Net assets (EOY)
$7,301,259
Net assets (BOY)
$6,048,083

Income & contributions

Employer contributions
$319,853
Participant contributions
$461,135
Total contributions
$822,388
Total income / additions
$1,718,013

Expenses & distributions

Benefits paid
$423,361
Administrative expenses
$35,001
Total expenses
$464,837
Net increase / (decrease)
$1,253,176

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Fiduciary Group LLCRETAINED BY EMPLOYER$19,060not reported in the loaded dataset2023
John HancockRECORDKEEPER$15,940$02023

Related Form 5500 pages