2023 Form 5500 filing — Rusken Packaging, 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 20241015162847NAL0030341873001) for Rusken Packaging, Inc. 401(K) Plan, reported by Rusken Packaging, Inc. under EIN 63-0776136 and plan number 001. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162847NAL0030341873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rusken Packaging, Inc.
- EIN
- 63-0776136
- Plan number
- 001
- Location
- Cullman, AL
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,721,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,721,311
- Employer contributions
- $922,440
- Participant contributions
- $2,212,957
- Total income / additions
- $6,355,835
- Benefits paid
- $4,453,220
- Administrative expenses
- $128,360
- Total expenses
- $4,622,231
- Net increase / (decrease)
- $1,733,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $130,107 | $0 |
| Benefit Plans, Inc. | THIRD PARTY ADMINISTRATOR | $3,100 | $16,550 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,025 | $0 |
| Mmlis | BROKER/ADVISER | $0 | $8,756 |
| Kelley Financial Service Inc | OTHER | -$1,513 | $2,601 |