2023 Form 5500 filing — Rks Associates 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 20240905143527NAL0010434851001) for Rks Associates 401(K) Plan, reported by Rks Associates under EIN 22-2529877 and plan number 003. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905143527NAL0010434851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rks Associates
- EIN
- 22-2529877
- Plan number
- 003
- Location
- Jackson, NJ
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,062,237
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $14,062,217
- Employer contributions
- $1,316,717
- Participant contributions
- $313,975
- Total income / additions
- $3,682,517
- Benefits paid
- $4,349,293
- Administrative expenses
- $82,463
- Total expenses
- $4,431,756
- Net increase / (decrease)
- -$749,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cfs Investment Advisory Services | INVESTMENT ADVISORY | $53,935 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | INVESTMENT FEES | $26,570 | not reported in the loaded dataset |
| Prime Pensions, Inc. | PLAN RECORDKEEPER | $6,510 | $0 |