Ruth Jensen Village Residential Services, Inc. 401k Plan — Form 5500 plan (Ruth Jensen Village Residential Services, 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, Ruth Jensen Village Residential Services, Inc. 401k Plan is a benefit plan reported by Ruth Jensen Village Residential Services, Inc. under EIN 43-1502182 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $2,805,554 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,801,188
Participants126Covered participants reported
Assets / participant$22.3KComputed: assets ÷ participants$22,266 (computed)
Provider compensation$1.8K2 Schedule C provider row(s)$1,772
Plan sponsor
Ruth Jensen Village Residential Services, Inc.
EIN
43-1502182
Plan number
002
Plan type
2
Location
Bowling Green, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241009095641NAL0018980721001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$4.4K
Money in vs. money out
Total income / additions$818.1K
Total expenses$283.5K
Benefits paid / distributions$251K
Contributions
Employer$217.3K
Participant$183.9K
Full reported line items

Net assets

Total assets (EOY)
$2,805,554
Total liabilities (EOY)
$4,366
Net assets (EOY)
$2,801,188
Net assets (BOY)
$2,266,622

Income & contributions

Employer contributions
$217,346
Participant contributions
$183,916
Total contributions
$401,262
Total income / additions
$818,097

Expenses & distributions

Benefits paid
$251,005
Administrative expenses
$32,526
Total expenses
$283,531
Net increase / (decrease)
$534,566
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$1,772not reported in the loaded dataset2023
Williams Benefit Consulting, LLCCONTRACT ADMINISTRATOR$0not reported in the loaded dataset2023

Related Form 5500 pages