R.K. Black, Inc. Retirement & Savings Plan — Form 5500 plan (R.K. Black, 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, R.K. Black, Inc. Retirement & Savings Plan is a benefit plan reported by R.K. Black, Inc. under EIN 73-0674578 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $11,676,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.K. Black, Inc.
EIN
73-0674578
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
139
End-of-year plan assets
$11,676,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241011172122NAL0012801587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,676,086
Total liabilities (EOY)
$0
Net assets (EOY)
$11,676,086
Net assets (BOY)
$9,764,469

Income & contributions

Employer contributions
$269,074
Participant contributions
$677,429
Total contributions
$953,019
Total income / additions
$2,791,354

Expenses & distributions

Benefits paid
$833,985
Administrative expenses
$45,752
Total expenses
$879,737
Net increase / (decrease)
$1,911,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionpoint Advisory GroupADVISOR$30,345not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,407$02023

Related Form 5500 pages