H.J. Russell & Co. Employees' Retirement & Savings Plan — Form 5500 plan (H.J. Russell & 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, H.J. Russell & Co. Employees' Retirement & Savings Plan is a benefit plan reported by H.J. Russell & Company under EIN 58-0829071 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,384 participants and $29,047,059 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29MPlan net assets, end of year$29,047,059
Participants1.4KCovered participants reported1,384
Assets / participant$21KComputed: assets ÷ participants$20,988 (computed)
Provider compensation$54.8K2 Schedule C provider row(s)$54,779
- Plan sponsor
- H.J. Russell & Company
- EIN
- 58-0829071
- Plan number
- 001
- Plan type
- 3
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,384 | H, C | 20241011152721NAL0022226561001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29M total assets
Net assets$29MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,047,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,047,059
- Net assets (BOY)
- $23,418,293
Income & contributions
- Employer contributions
- $772,005
- Participant contributions
- $2,839,054
- Total contributions
- $3,952,583
- Total income / additions
- $7,776,797
Expenses & distributions
- Benefits paid
- $2,064,907
- Administrative expenses
- $79,779
- Total expenses
- $2,148,031
- Net increase / (decrease)
- $5,628,766
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $29,714 | $0 | 2023 |
| Clausell & Associates, P.C. | AUDITOR | $25,065 | $0 | 2023 |