2023 Form 5500 filing — Rush Companies 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 20241015074419NAL0028953585001) for Rush Companies 401(K) Plan, reported by Rush Development Company, Inc. under EIN 91-2181321 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074419NAL0028953585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rush Development Company, Inc.
- EIN
- 91-2181321
- Plan number
- 002
- Location
- Gig Harbor, WA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,814,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,814,211
- Employer contributions
- $360,334
- Participant contributions
- $914,643
- Total income / additions
- $3,124,569
- Benefits paid
- $247,846
- Administrative expenses
- $35,300
- Total expenses
- $283,330
- Net increase / (decrease)
- $2,841,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $16,310 | $0 |
| Trutina Financial | RIA | $14,253 | $0 |