Rl Hudson 401(K) & Ps Plan — Form 5500 plan (Rl Hudson & 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, Rl Hudson 401(K) & Ps Plan is a benefit plan reported by Rl Hudson & Company under EIN 73-1102128 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $8,570,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rl Hudson & Company
- EIN
- 73-1102128
- Plan number
- 002
- Plan type
- 2
- Location
- Broken Arrow, OK
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $8,570,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240909145710NAL0005621041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,570,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,570,785
- Net assets (BOY)
- $7,518,189
Income & contributions
- Employer contributions
- $393,029
- Participant contributions
- $754,630
- Total contributions
- $1,161,610
- Total income / additions
- $2,497,245
Expenses & distributions
- Benefits paid
- $1,407,165
- Administrative expenses
- $36,357
- Total expenses
- $1,444,649
- Net increase / (decrease)
- $1,052,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $18,550 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $17,807 | $0 | 2023 |