Russ Darrow Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Russ Darrow Group, Inc. (EIN 39-1143175) is a plan sponsor located in Menomonee Falls, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1143175
Location
Menomonee Falls, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,032,265
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,032,265

Contributions & income

Employer contributions
$462,793
Participant contributions
$3,419,035
Total income / additions
$8,262,567

Expenses & distributions

Benefits paid / distributions
$2,800,223
Total expenses
$2,881,161
Net increase / (decrease)
$5,381,406

Coverage

Total reported participants
1,600
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Russ Darrow Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Russ Darrow Group, Inc. 401(K) Savings Plan0011,015$32,032,2652023
Russ Darrow Group, Inc. Health And Welfare Plan501585not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Russ Darrow Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Russ Darrow Group, Inc. Health And Welfare Plan58520240410133012NAL0043575810001
2023Russ Darrow Group, Inc. 401(K) Savings Plan1,015H, C20241011130905NAL0012516323001

Related Form 5500 pages