2023 Form 5500 filing — Russell Cellular 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 20241015151724NAL0050133936001) for Russell Cellular 401(K) Plan, reported by Russell Cellular, Inc. under EIN 43-1778225 and plan number 001. It reports 1,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151724NAL0050133936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russell Cellular, Inc.
- EIN
- 43-1778225
- Plan number
- 001
- Location
- Battlefield, MO
- Participants
- 1,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,295,518
- Total liabilities (EOY)
- $15,994
- Net assets (EOY)
- $10,279,524
- Employer contributions
- $977,646
- Participant contributions
- $2,515,626
- Total income / additions
- $4,825,025
- Benefits paid
- $1,555,096
- Administrative expenses
- $150,022
- Total expenses
- $1,721,112
- Net increase / (decrease)
- $3,103,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $111,382 | $0 |
| Erp National LLC Dba Erp Retirement | CONTRACT ADMIN | $54,575 | $3,838 |
| Northwestern Mutual Investments Svc | BROKER/ADVISOR | $0 | $20,756 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,371 | not reported in the loaded dataset |
| Compensation Benefit Planning, Inc. | CONTRACT ADMIN | $0 | $4,707 |
| Envestnet Retirement Solutions LLC | OTHER | $733 | not reported in the loaded dataset |