2023 Form 5500 filing — Rco Engineering, Inc. 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 20241014145028NAL0026460929001) for Rco Engineering, Inc. 401(K) Plan, reported by Rco Engineering, Inc. under EIN 38-2502121 and plan number 004. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145028NAL0026460929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rco Engineering, Inc.
- EIN
- 38-2502121
- Plan number
- 004
- Location
- Roseville, MI
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,145,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,145,225
- Employer contributions
- $316,498
- Participant contributions
- $2,998,112
- Total income / additions
- $10,706,846
- Benefits paid
- $3,443,433
- Administrative expenses
- $25,973
- Total expenses
- $3,469,457
- Net increase / (decrease)
- $7,237,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $86,901 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$60,928 | $0 |