C.L. Rieckhoff Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C.L. Rieckhoff Company, 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, C.L. Rieckhoff Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C.L. Rieckhoff Company, Inc. under EIN 38-6322080 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $15,166,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.L. Rieckhoff Company, Inc.
- EIN
- 38-6322080
- Plan number
- 002
- Plan type
- 2
- Location
- Taylor, MI
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $15,166,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20240920123743NAL0013122448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,166,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,166,294
- Net assets (BOY)
- $12,989,085
Income & contributions
- Employer contributions
- $320,855
- Participant contributions
- $622,318
- Total contributions
- $943,173
- Total income / additions
- $3,012,732
Expenses & distributions
- Benefits paid
- $760,611
- Administrative expenses
- $69,129
- Total expenses
- $835,523
- Net increase / (decrease)
- $2,177,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank | INVESTMENT ADVISOR | $24,007 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,740 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,382 | $0 | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.L. Rieckhoff Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Taylor, MI
- Fifth Third Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation