Plan5500

Rathje Companies 401(K) Plan — Form 5500 plan (Rathje 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, Rathje Companies 401(K) Plan is a benefit plan reported by Rathje Enterprises, Inc. under EIN 37-1152236 and plan number 005. The latest loaded filing year is 2023. The filing reports 774 participants and $67,337,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rathje Enterprises, Inc.
EIN
37-1152236
Plan number
005
Plan type
3
Location
Decatur, IL
Latest filing year
2023
Participants
774
End-of-year plan assets
$67,337,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023774H, C20241011111818NAL0021745201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,337,344
Total liabilities (EOY)
$0
Net assets (EOY)
$67,337,344
Net assets (BOY)
$60,430,731

Income & contributions

Employer contributions
$1,425,263
Participant contributions
$1,595,822
Total contributions
$3,021,085
Total income / additions
$13,329,754

Expenses & distributions

Benefits paid
$6,258,372
Administrative expenses
$164,769
Total expenses
$6,423,141
Net increase / (decrease)
$6,906,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Advanced Capital GroupNONE$89,279not reported in the loaded dataset2023
Milliman, Inc.NONE$58,913not reported in the loaded dataset2023
Matrix Trust CompanyNONE$16,577$02023

Related Form 5500 pages