2023 Form 5500 filing — Ruekert & Mielke, Inc. Profit Sharing/ 401(K) Trust
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 20241011074559NAL0012266835001) for Ruekert & Mielke, Inc. Profit Sharing/ 401(K) Trust, reported by Ruekert & Mielke, Inc. under EIN 39-0908882 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074559NAL0012266835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ruekert & Mielke, Inc.
- EIN
- 39-0908882
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,428,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,428,817
- Employer contributions
- $259,069
- Participant contributions
- $944,111
- Total income / additions
- $7,342,758
- Benefits paid
- $1,836,609
- Administrative expenses
- $59,566
- Total expenses
- $1,896,175
- Net increase / (decrease)
- $5,446,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,552 | $0 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $30,415 |