2023 Form 5500 filing — Ranch And Home Supply, LLC 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 20240725142323NAL0014653041001) for Ranch And Home Supply, LLC 401(K) Plan, reported by Ranch And Home Supply, LLC under EIN 72-1542483 and plan number 001. It reports 1,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725142323NAL0014653041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ranch And Home Supply, LLC
- EIN
- 72-1542483
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 1,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,165,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,165,208
- Employer contributions
- $1,514,199
- Participant contributions
- $2,984,866
- Total income / additions
- $9,261,614
- Benefits paid
- $1,897,044
- Administrative expenses
- $200,505
- Total expenses
- $2,217,479
- Net increase / (decrease)
- $7,044,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $91,881 | $0 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $88,638 | not reported in the loaded dataset |
| United Pension Administration | CONTRACT ADMIN | $19,121 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $15,280 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,357 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | OTHER | $88 | not reported in the loaded dataset |