Plan5500

Rutter'S Retirement Savings Plan — Form 5500 plan (Rutter'S)

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, Rutter'S Retirement Savings Plan is a benefit plan reported by Rutter'S under EIN 23-1331865 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,566 participants and $20,263,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rutter'S
EIN
23-1331865
Plan number
003
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
1,566
End-of-year plan assets
$20,263,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,566H, C20240725101241NAL0013897457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,263,679
Total liabilities (EOY)
$0
Net assets (EOY)
$20,263,679
Net assets (BOY)
$17,072,718

Income & contributions

Employer contributions
$641,915
Participant contributions
$1,831,003
Total contributions
$2,559,083
Total income / additions
$5,024,804

Expenses & distributions

Benefits paid
$1,758,070
Administrative expenses
$75,773
Total expenses
$1,833,843
Net increase / (decrease)
$3,190,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$41,289$02023
LplRETAINED BY EMPLOYER$17,242not reported in the loaded dataset2023
Alden CapitalRETAINED BY EMPLOYER$17,242not reported in the loaded dataset2023

Related Form 5500 pages