2023 Form 5500 filing — Rampart/Wurth Holding, Inc. 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 20241008160800NAL0008556595001) for Rampart/Wurth Holding, Inc. Retirement Plan, reported by Rampart/Wurth Holding, Inc. under EIN 74-2530031 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,625,170
Participants346
Provider compensation$6.1K3 Schedule C row(s)$6,117
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008160800NAL0008556595001
Plan sponsor
Rampart/Wurth Holding, Inc.
EIN
74-2530031
Plan number
001
Location
New Orleans, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$297.8K
Benefits paid / distributions$270.3K
Contributions
Employer$59.2K
Participant$334.2K
Full reported line items
Total assets (EOY)
$4,625,170
Total liabilities (EOY)
$0
Net assets (EOY)
$4,625,170
Employer contributions
$59,244
Participant contributions
$334,192
Total income / additions
$1,020,872
Benefits paid
$270,348
Administrative expenses
$3,605
Total expenses
$297,794
Net increase / (decrease)
$723,078
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TPA · Direct $2K · Indirect $2.1K
  2. 2
    RECORDKEEPER · Direct $1.3K · Indirect $0
  3. 3
    INVESTMENT MANAGEMENT · Direct $794

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008160800NAL0008556595001 cover?
It is the 2023 Form 5500 filing for Rampart/Wurth Holding, Inc. Retirement Plan, reported by Rampart/Wurth Holding, Inc. (EIN 74-2530031).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages