Plan5500

Rs&H, Inc. 401(K)Plan — Form 5500 plan (Rs&H, 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, Rs&H, Inc. 401(K)Plan is a benefit plan reported by Rs&H, Inc. under EIN 59-2986466 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,978 participants and $252,334,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rs&H, Inc.
EIN
59-2986466
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
1,978
End-of-year plan assets
$252,334,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,978H, C20240910095346NAL0002900275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$252,334,891
Total liabilities (EOY)
$0
Net assets (EOY)
$252,334,891
Net assets (BOY)
$215,206,571

Income & contributions

Employer contributions
$4,938,977
Participant contributions
$14,934,847
Total contributions
$23,030,970
Total income / additions
$60,932,742

Expenses & distributions

Benefits paid
$23,494,961
Administrative expenses
$309,446
Total expenses
$23,804,422
Net increase / (decrease)
$37,128,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$224,206$02023
Capfinancial Partners, LLCRETAINED BY EMPLOYER$60,063not reported in the loaded dataset2023
ForvisRETAINED BY EMPLOYER$21,000not reported in the loaded dataset2023

Related Form 5500 pages