Rick Case Enterprises, Inc. 401(K) Plan — Form 5500 plan (Rick Case Enterprises, Inc.)
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, Rick Case Enterprises, Inc. 401(K) Plan is a benefit plan reported by Rick Case Enterprises, Inc. under EIN 31-1172396 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,437 participants and $30,552,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rick Case Enterprises, Inc.
- EIN
- 31-1172396
- Plan number
- 002
- Plan type
- 2
- Location
- Sunrise, FL
- Latest filing year
- 2023
- Participants
- 1,437
- End-of-year plan assets
- $30,552,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,437 | H, C | 20241015120901NAL0047789744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,552,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,552,778
- Net assets (BOY)
- $24,382,783
Income & contributions
- Employer contributions
- $558,625
- Participant contributions
- $4,397,829
- Total contributions
- $5,756,573
- Total income / additions
- $9,200,228
Expenses & distributions
- Benefits paid
- $2,930,344
- Administrative expenses
- $99,889
- Total expenses
- $3,030,233
- Net increase / (decrease)
- $6,169,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,889 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $21,308 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rick Case Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sunrise, FL
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation