Rjw Logistics Group, Inc. 401(K) — Form 5500 plan (Rjw Logistics Group, 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, Rjw Logistics Group, Inc. 401(K) is a benefit plan reported by Rjw Logistics Group, Inc. under EIN 83-3562221 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,319 participants and $12,018,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rjw Logistics Group, Inc.
EIN
83-3562221
Plan number
001
Plan type
2
Location
Woodridge, IL
Latest filing year
2023
Participants
1,319
End-of-year plan assets
$12,018,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,319H, C20240926052652NAL0000158035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,018,497
Total liabilities (EOY)
$64,048
Net assets (EOY)
$11,954,449
Net assets (BOY)
$8,025,710

Income & contributions

Employer contributions
$300,321
Participant contributions
$2,791,281
Total contributions
$3,504,269
Total income / additions
$5,082,866

Expenses & distributions

Benefits paid
$984,098
Administrative expenses
$152,254
Total expenses
$1,154,127
Net increase / (decrease)
$3,928,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$130,310$02023
Sageview Advisory Group LLCINVESTMENT/FINANCIAL ADVI$21,942$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages