2023 Form 5500 filing — Rasmussen Mechanical Services, 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 20260316124418NAL0001132433001) for Rasmussen Mechanical Services, Inc. 401(K) Plan, reported by Rasmussen Mechanical Services, Inc. under EIN 42-0938158 and plan number 003. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260316124418NAL0001132433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rasmussen Mechanical Services, Inc.
- EIN
- 42-0938158
- Plan number
- 003
- Location
- Council Bluffs, IA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,904,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,904,884
- Employer contributions
- $307,223
- Participant contributions
- $773,045
- Total income / additions
- $2,719,256
- Benefits paid
- $477,043
- Administrative expenses
- $45,434
- Total expenses
- $522,477
- Net increase / (decrease)
- $2,196,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $28,320 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,114 | $0 |