2023 Form 5500 filing — Raba Kistner, Inc. Profit Sharing 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 20241003105627NAL0016907712001) for Raba Kistner, Inc. Profit Sharing 401(K) Plan, reported by Raba Kistner, Inc. under EIN 74-1611534 and plan number 002. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003105627NAL0016907712001
Filing year
2023
Form type
2
Plan sponsor
Raba Kistner, Inc.
EIN
74-1611534
Plan number
002
Location
San Antonio, TX
Participants
768
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$47,918,057
Total liabilities (EOY)
$0
Net assets (EOY)
$47,918,057
Employer contributions
$1,347,739
Participant contributions
$3,982,054
Total income / additions
$13,263,153
Benefits paid
$4,720,159
Administrative expenses
$81,766
Total expenses
$4,831,503
Net increase / (decrease)
$8,431,650
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acec Retirement TrustOTHER$52,845not reported in the loaded dataset
Sol Schwartz & Associates PcAUDITOR$11,570not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$10,910$0
Empower Advisory Group, LLCINVESTMENT MGMT$9,858not reported in the loaded dataset

Related Form 5500 pages