2023 Form 5500 filing — R&K Enterprises 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701084556NAL0005157216002) for R&K Enterprises 401(K) Plan, reported by R&K Enterprise Solutions, Inc. under EIN 20-8461691 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701084556NAL0005157216002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R&K Enterprise Solutions, Inc.
- EIN
- 20-8461691
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,987,716
- Total liabilities (EOY)
- $16,874
- Net assets (EOY)
- $6,970,842
- Employer contributions
- $321,886
- Participant contributions
- $850,245
- Total income / additions
- $2,188,001
- Benefits paid
- $1,490,233
- Administrative expenses
- $66,209
- Total expenses
- $1,578,229
- Net increase / (decrease)
- $609,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $24,633 | $0 |
| Global Retirement Partners | INVESTMENT ADVISORY - PLA | $17,298 | $0 |
| Tristar Pension, Ltd | THIRD PARTY ADMINISTRATOR | $6,949 | $0 |