Offutt Companies 401(K) Savings Plan — Form 5500 plan (R.D. Offutt 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, Offutt Companies 401(K) Savings Plan is a benefit plan reported by R.D. Offutt Company under EIN 81-4124511 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,312 participants and $501,276,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.D. Offutt Company
- EIN
- 81-4124511
- Plan number
- 001
- Plan type
- 3
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 6,312
- End-of-year plan assets
- $501,276,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,312 | H, C | 20240716092626NAL0002344097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $501,276,799
- Total liabilities (EOY)
- $195,936
- Net assets (EOY)
- $501,080,863
- Net assets (BOY)
- $402,778,064
Income & contributions
- Employer contributions
- $17,421,025
- Participant contributions
- $38,736,146
- Total contributions
- $59,323,845
- Total income / additions
- $130,719,280
Expenses & distributions
- Benefits paid
- $31,665,478
- Administrative expenses
- $751,003
- Total expenses
- $32,416,481
- Net increase / (decrease)
- $98,302,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $462,723 | $0 | 2023 |
| The Ayco Company L.P. | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $72,180 | not reported in the loaded dataset | 2023 |
| Eidebailly Llp | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $359 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.D. Offutt Company
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- T Rowe Price Rps Inc — Schedule C compensation
- The Ayco Company L.P. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Eidebailly Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation