Ranch And Home Supply, LLC 401(K) Plan — Form 5500 plan (Ranch And Home Supply, LLC)
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, Ranch And Home Supply, LLC 401(K) Plan is a benefit plan reported by Ranch And Home Supply, LLC under EIN 72-1542483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,722 participants and $35,165,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ranch And Home Supply, LLC
- EIN
- 72-1542483
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 1,722
- End-of-year plan assets
- $35,165,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,722 | H, C | 20240725142323NAL0014653041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,165,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,165,208
- Net assets (BOY)
- $28,121,073
Income & contributions
- Employer contributions
- $1,514,199
- Participant contributions
- $2,984,866
- Total contributions
- $4,829,252
- Total income / additions
- $9,261,614
Expenses & distributions
- Benefits paid
- $1,897,044
- Administrative expenses
- $200,505
- Total expenses
- $2,217,479
- Net increase / (decrease)
- $7,044,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $91,881 | $0 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $88,638 | not reported in the loaded dataset | 2023 |
| United Pension Administration | CONTRACT ADMIN | $19,121 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $15,280 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,357 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | OTHER | $88 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ranch And Home Supply, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- United Pension Administration — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation