Rush Companies 401(K) Plan — Form 5500 plan (Rush Development Company, 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, Rush Companies 401(K) Plan is a benefit plan reported by Rush Development Company, Inc. under EIN 91-2181321 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $9,814,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rush Development Company, Inc.
EIN
91-2181321
Plan number
002
Plan type
2
Location
Gig Harbor, WA
Latest filing year
2023
Participants
166
End-of-year plan assets
$9,814,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241015074419NAL0028953585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,814,211
Total liabilities (EOY)
$0
Net assets (EOY)
$9,814,211
Net assets (BOY)
$6,972,972

Income & contributions

Employer contributions
$360,334
Participant contributions
$914,643
Total contributions
$1,482,986
Total income / additions
$3,124,569

Expenses & distributions

Benefits paid
$247,846
Administrative expenses
$35,300
Total expenses
$283,330
Net increase / (decrease)
$2,841,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$16,310$02023
Trutina FinancialRIA$14,253$02023

Related Form 5500 pages