2023 Form 5500 filing — Bader Rutter Retirement 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 20240719095747NAL0003819587001) for Bader Rutter Retirement Plan, reported by Bader Rutter & Associates, Inc. under EIN 39-1184935 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719095747NAL0003819587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bader Rutter & Associates, Inc.
- EIN
- 39-1184935
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,952,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,952,670
- Employer contributions
- $703,632
- Participant contributions
- $2,310,527
- Total income / additions
- $8,671,902
- Benefits paid
- $3,350,180
- Administrative expenses
- $214,700
- Total expenses
- $3,565,312
- Net increase / (decrease)
- $5,106,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $102,183 | $2 |
| Annex Wealth Management, LLC | SERVICE PROVIDER | $40,087 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | SERVICE PROVIDER | $7,700 | not reported in the loaded dataset |