Russ Davis Wholesale, 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 Davis Wholesale, Inc (EIN 41-1111968) is a plan sponsor located in Wadena, MN with 1 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
41-1111968
Location
Wadena, MN
Loaded plans
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$82.5MSummed across loaded plans$82,521,884
Total reported assets$92.1M$92,136,402
Total reported participants2.5K2,517
Total reported liabilities$9.6M$9,614,518

Reported net position

Reported assets = net assets + liabilities (summed)$92.1M total assets
Net assets$82.5MLiabilities$9.6M
Contributions & income
Employer contributions$9.5M
Participant contributionsNot reported
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$7.1M
Total expenses$7.4M
Net increase / (decrease)-$3M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Russ Davis Wholesale, Inc Employee Stock Ownership Plan
Participants per plan629Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 951 participants · 2023
  2. 2
    Russ Davis Wholesale, Inc. Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 592 participants · 2023
  3. 3
    Russ Davis Wholesale, Inc. Dental Plannot reported in the loaded dataset
    Plan #502 · 488 participants · 2023
  4. 4
    Russ Davis Wholesale, Inc. Health Plannot reported in the loaded dataset
    Plan #501 · 486 participants · 2023

Search all 4 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Russ Davis Wholesale, Inc
YearPlanParticipantsSchedulesFiling
2023Russ Davis Wholesale, Inc. Health Plan48620240726130840NAL0015472609001
2023Russ Davis Wholesale, Inc. Dental Plan48820240726131045NAL0034394434001
2023Russ Davis Wholesale, Inc. Life Insurance Plan59220240726131229NAL0026543616001
2023Russ Davis Wholesale, Inc Employee Stock Ownership Plan951H20241010114522NAL0020917089001

Related Form 5500 pages