R&H Construction Co. 401(K) Profit Sharing Retirement Plan — Form 5500 plan (R&H Construction Co.)
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, R&H Construction Co. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by R&H Construction Co. under EIN 93-0770104 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $27,829,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R&H Construction Co.
- EIN
- 93-0770104
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $27,829,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241014114350NAL0053354930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,829,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,829,944
- Net assets (BOY)
- $26,360,136
Income & contributions
- Employer contributions
- $418,582
- Participant contributions
- $1,960,589
- Total contributions
- $2,429,523
- Total income / additions
- $7,235,481
Expenses & distributions
- Benefits paid
- $5,669,373
- Administrative expenses
- $96,300
- Total expenses
- $5,765,673
- Net increase / (decrease)
- $1,469,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,873 | $0 | 2023 |
| Human Investing | ADVISOR | $37,427 | not reported in the loaded dataset | 2023 |
| Aldrich Cpas And Advisors Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |