2023 Form 5500 filing — Rail Group 401(K) & Profit Sharing 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 20241114175314NAL0028489600001) for Rail Group 401(K) & Profit Sharing Plan, reported by Rail Management Services, LLC under EIN 91-1738173 and plan number 005. It reports 1,532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$32.8MReported net assets$32,787,148

Participants1.5K1,532

Provider compensation$29.4K2 Schedule C row(s)$29,409

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241114175314NAL0028489600001
Plan sponsor: Rail Management Services, LLC
EIN: 91-1738173
Plan number: 005
Location: Seattle, WA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.8M total assets

Net assets$32.8MLiabilities$763

Money in vs. money out

Total income / additions$5.6M

Total expenses$2.7M

Benefits paid / distributions$2.6M

Contributions

Employer$1.5M

Participant$809.5K

Full reported line items

Total assets (EOY): $32,787,911
Total liabilities (EOY): $763
Net assets (EOY): $32,787,148
Employer contributions: $1,500,845
Participant contributions: $809,455
Total income / additions: $5,569,299
Benefits paid: $2,614,446
Administrative expenses: $29,409
Total expenses: $2,650,578
Net increase / (decrease): $2,918,721

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$26.2K
RECORDKEEPER · Direct $26.2K · Indirect $0
2
Kestra Advisory Services$3.2K
INVESTMENT ADVISOR · Direct $3.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241114175314NAL0028489600001 cover?: It is the 2023 Form 5500 filing for Rail Group 401(K) & Profit Sharing Plan, reported by Rail Management Services, LLC (EIN 91-1738173).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).