Bader Rutter Retirement Plan — Form 5500 plan (Bader Rutter & Associates, 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, Bader Rutter Retirement Plan is a benefit plan reported by Bader Rutter & Associates, Inc. under EIN 39-1184935 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $36,952,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bader Rutter & Associates, Inc.
- EIN
- 39-1184935
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $36,952,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240719095747NAL0003819587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,952,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,952,670
- Net assets (BOY)
- $31,846,080
Income & contributions
- Employer contributions
- $703,632
- Participant contributions
- $2,310,527
- Total contributions
- $3,079,386
- Total income / additions
- $8,671,902
Expenses & distributions
- Benefits paid
- $3,350,180
- Administrative expenses
- $214,700
- Total expenses
- $3,565,312
- Net increase / (decrease)
- $5,106,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $102,183 | $2 | 2023 |
| Annex Wealth Management, LLC | SERVICE PROVIDER | $40,087 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton Llp | SERVICE PROVIDER | $7,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bader Rutter & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Lincoln National Corporation — Schedule C compensation
- Annex Wealth Management, LLC — Schedule C compensation
- Reilly, Penner & Benton Llp — Schedule C compensation