R & S 401(K) Profit Sharing Plan — Form 5500 plan (R & S Erection, 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 & S 401(K) Profit Sharing Plan is a benefit plan reported by R & S Erection, Inc. under EIN 94-2158538 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $20,328,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R & S Erection, Inc.
EIN
94-2158538
Plan number
001
Plan type
2
Location
San Leandro, CA
Latest filing year
2023
Participants
468
End-of-year plan assets
$20,328,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241015202228NAL0015369427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,328,189
Total liabilities (EOY)
$0
Net assets (EOY)
$20,328,189
Net assets (BOY)
$16,679,377

Income & contributions

Employer contributions
$1,012,283
Participant contributions
$1,200,600
Total contributions
$2,310,617
Total income / additions
$4,193,120

Expenses & distributions

Benefits paid
$525,456
Administrative expenses
$18,852
Total expenses
$544,308
Net increase / (decrease)
$3,648,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$7,579$81,4962023
Cbiz Investment AdvisoryNONE$6,318$35,2972023

Related Form 5500 pages