Russo Hardware Inc 401(K) Plan — Form 5500 plan (Russo Hardware 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, Russo Hardware Inc 401(K) Plan is a benefit plan reported by Russo Hardware Inc under EIN 36-3003620 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $13,254,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russo Hardware Inc
- EIN
- 36-3003620
- Plan number
- 001
- Plan type
- 2
- Location
- Schiller Park, IL
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $13,254,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241004160224NAL0024073042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,254,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,254,722
- Net assets (BOY)
- $11,022,686
Income & contributions
- Employer contributions
- $389,342
- Participant contributions
- $563,831
- Total contributions
- $958,407
- Total income / additions
- $3,122,668
Expenses & distributions
- Benefits paid
- $843,578
- Administrative expenses
- $33,690
- Total expenses
- $890,632
- Net increase / (decrease)
- $2,232,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $26,501 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,189 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |