2023 Form 5500 filing — Richelson Control Group 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 20240925100836NAL0005382051001) for Richelson Control Group 401(K) Plan, reported by Eugene Therapy, LLC under EIN 90-0624377 and plan number 001. It reports 3,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925100836NAL0005382051001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Eugene Therapy, LLC
- EIN
- 90-0624377
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 3,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,358,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,358,385
- Employer contributions
- $1,093,639
- Participant contributions
- $9,066,316
- Total income / additions
- $19,294,416
- Benefits paid
- $8,430,971
- Administrative expenses
- $289,960
- Total expenses
- $8,803,690
- Net increase / (decrease)
- $10,490,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORDKEEPER | $210,845 | $0 |
| Resources Investment Advisors, Inc. | CONSULTANT | $42,909 | not reported in the loaded dataset |
| Resource Investment Advisors, LLC | CONSULTANT | $18,811 | not reported in the loaded dataset |
| William E. Hamm And Associates, Inc | INVESTMENT/ FINANCIAL AD | $17,435 | not reported in the loaded dataset |
| Mesirow Financial Investment Mgmt | INVESTMENT ADVISOR | $0 | $0 |