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 & R Insurance Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R & R Insurance Services, Inc. under EIN 39-1230987 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $51,863,512 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,863,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,863,512
- Net assets (BOY)
- $47,024,912
Income & contributions
- Employer contributions
- $1,563,967
- Participant contributions
- $2,119,171
- Total contributions
- $3,905,749
- Total income / additions
- $10,955,948
Expenses & distributions
- Benefits paid
- $6,033,995
- Administrative expenses
- $83,353
- Total expenses
- $6,117,348
- Net increase / (decrease)
- $4,838,600