Rust Enterprises, Inc. 401(K) Retirement Plan — Form 5500 plan (Rust Enterprises, 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, Rust Enterprises, Inc. 401(K) Retirement Plan is a benefit plan reported by Rust Enterprises, Inc. under EIN 56-1047356 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $4,052,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rust Enterprises, Inc.
EIN
56-1047356
Plan number
002
Plan type
2
Location
Lumberton, NC
Latest filing year
2023
Participants
213
End-of-year plan assets
$4,052,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241230154124NAL0016271553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,052,326
Total liabilities (EOY)
$0
Net assets (EOY)
$4,052,326
Net assets (BOY)
$3,788,714

Income & contributions

Employer contributions
$103,785
Participant contributions
$178,442
Total contributions
$282,227
Total income / additions
$932,505

Expenses & distributions

Benefits paid
$639,022
Administrative expenses
$29,871
Total expenses
$668,893
Net increase / (decrease)
$263,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus, LLCRECORDKEEPER$18,947$02023
One Digital Investment AdvisorsINVESTMENT ADVISOR$10,924not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages