R & H Mechanical, LLC 401(K) Retirement Savings Plan — Form 5500 plan (R & H Mechanical, 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, R & H Mechanical, LLC 401(K) Retirement Savings Plan is a benefit plan reported by R & H Mechanical, Inc. under EIN 32-0109930 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $5,171,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R & H Mechanical, Inc.
- EIN
- 32-0109930
- Plan number
- 001
- Plan type
- 2
- Location
- Eagle, CO
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $5,171,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241015092006NAL0048639184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,171,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,171,926
- Net assets (BOY)
- $3,916,145
Income & contributions
- Employer contributions
- $312,502
- Participant contributions
- $641,705
- Total contributions
- $981,280
- Total income / additions
- $1,640,251
Expenses & distributions
- Benefits paid
- $345,400
- Administrative expenses
- $39,070
- Total expenses
- $384,470
- Net increase / (decrease)
- $1,255,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $21,556 | $0 | 2023 |
| Clifton Larson Allen Wealth Adv LLC | INVESTMENT ADVISOR | $14,571 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | CONTRACT ADMINISTRATOR | $1,500 | $4,227 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,162 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R & H Mechanical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Eagle, CO
- Empower Annuity Insurance Co — Schedule C compensation
- Clifton Larson Allen Wealth Adv LLC — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation