Renewaire, LLC Retirement Saving Plan & Trust 2 — Form 5500 plan (Renewaire, LLC)

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, Renewaire, LLC Retirement Saving Plan & Trust 2 is a benefit plan reported by Renewaire, LLC under EIN 27-2192399 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $13,348,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Renewaire, LLC
EIN
27-2192399
Plan number
001
Plan type
2
Location
Waunakee, WI
Latest filing year
2023
Participants
168
End-of-year plan assets
$13,348,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20240725131755NAL0014519521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,348,372
Total liabilities (EOY)
$32,364
Net assets (EOY)
$13,316,008
Net assets (BOY)
$10,129,599

Income & contributions

Employer contributions
$623,276
Participant contributions
$909,402
Total contributions
$1,761,044
Total income / additions
$3,483,763

Expenses & distributions

Benefits paid
$249,497
Administrative expenses
$47,857
Total expenses
$297,354
Net increase / (decrease)
$3,186,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$47,855not reported in the loaded dataset2023

Related Form 5500 pages