Plan5500

Runza National, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Runza National, 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, Runza National, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Runza National, Inc under EIN 47-0618001 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $13,810,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Runza National, Inc
EIN
47-0618001
Plan number
002
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
171
End-of-year plan assets
$13,810,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20240627152116NAL0015328992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,810,402
Total liabilities (EOY)
$0
Net assets (EOY)
$13,810,402
Net assets (BOY)
$11,082,206

Income & contributions

Employer contributions
$143,383
Participant contributions
$568,014
Total contributions
$711,397
Total income / additions
$3,375,762

Expenses & distributions

Benefits paid
$602,560
Administrative expenses
$45,006
Total expenses
$647,566
Net increase / (decrease)
$2,728,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,306not reported in the loaded dataset2023
Da Davidson & CompanyADVISOR$17,700not reported in the loaded dataset2023

Related Form 5500 pages