Mueser Rutledge Consulting Engineers Pllc 401(K) Retirement Savings Plan — Form 5500 plan (Mueser Rutledge Consulting Engineers Pllc)
Plain-English plan 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, Mueser Rutledge Consulting Engineers Pllc 401(K) Retirement Savings Plan is a benefit plan reported by Mueser Rutledge Consulting Engineers Pllc under EIN 13-1669034 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $43,727,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mueser Rutledge Consulting Engineers Pllc
- EIN
- 13-1669034
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $43,727,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241015154529NAL0030221233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,727,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,727,910
- Net assets (BOY)
- $41,639,606
Income & contributions
- Employer contributions
- $597,019
- Participant contributions
- $1,485,573
- Total contributions
- $2,110,334
- Total income / additions
- $8,244,756
Expenses & distributions
- Benefits paid
- $6,001,318
- Administrative expenses
- $155,134
- Total expenses
- $6,156,452
- Net increase / (decrease)
- $2,088,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | ADVISOR | $96,458 | $0 | 2023 |
| Nationwide | SERVICE PROVIDER | $35,606 | $19,259 | 2023 |
| Concierge Retirement Services | TPA | $23,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mueser Rutledge Consulting Engineers Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- Concierge Retirement Services — Schedule C compensation