Rapa, Lp 401(K) Retirement Plan — Form 5500 plan (Rausch & Pausch, Lp)

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, Rapa, Lp 401(K) Retirement Plan is a benefit plan reported by Rausch & Pausch, Lp under EIN 80-0819524 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,107,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rausch & Pausch, Lp
EIN
80-0819524
Plan number
001
Plan type
2
Location
Auburn, AL
Latest filing year
2023
Participants
150
End-of-year plan assets
$5,107,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241010093917NAL0011341555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,107,010
Total liabilities (EOY)
$0
Net assets (EOY)
$5,107,010
Net assets (BOY)
$3,816,465

Income & contributions

Employer contributions
$363,317
Participant contributions
$411,055
Total contributions
$847,401
Total income / additions
$1,601,115

Expenses & distributions

Benefits paid
$280,639
Administrative expenses
$29,931
Total expenses
$310,570
Net increase / (decrease)
$1,290,545

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Invista AdvisorsADVISOR$21,664not reported in the loaded dataset2023
Nationwide Life Insurance CompanyRECORDKEEPER CUSTODIAN$16,937$1,7942023
Benefit Professionals Inc.TPA$8,898$352023

Related Form 5500 pages