Raba Kistner, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Raba Kistner, 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, Raba Kistner, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Raba Kistner, Inc. under EIN 74-1611534 and plan number 002. The latest loaded filing year is 2023. The filing reports 768 participants and $47,918,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raba Kistner, Inc.
EIN
74-1611534
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
768
End-of-year plan assets
$47,918,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20241003105627NAL0016907712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,918,057
Total liabilities (EOY)
$0
Net assets (EOY)
$47,918,057
Net assets (BOY)
$39,486,407

Income & contributions

Employer contributions
$1,347,739
Participant contributions
$3,982,054
Total contributions
$6,412,746
Total income / additions
$13,263,153

Expenses & distributions

Benefits paid
$4,720,159
Administrative expenses
$81,766
Total expenses
$4,831,503
Net increase / (decrease)
$8,431,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$52,845not reported in the loaded dataset2023
Sol Schwartz & Associates PcAUDITOR$11,570not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,910$02023
Empower Advisory Group, LLCINVESTMENT MGMT$9,858not reported in the loaded dataset2023

Related Form 5500 pages