401(k)
2024 plan-year 401(k) DOL Form 5500

HOWE & RUSLING 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HOWE AND RUSLING, INC.

This 401(k) plan holds N/A in total assets and serves 23 participants as of 2024. It is sponsored by HOWE AND RUSLING, INC. in New York.

Total Assets (2023)
N/A
Participants
23
State
Industry
Finance & Insurance

What the Filing Says About HOWE & RUSLING 401(K) PLAN

HOWE & RUSLING 401(K) PLAN is a 401(k) retirement plan sponsored by HOWE AND RUSLING, INC., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 23 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 160487955, and the plan has been effective since 2006-08-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN160487955
Plan Effective Date2006-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (HOWE AND RUSLING, INC.)

Year Plans Participants Total Assets
2022 1 21 N/A
2023 1 23 N/A
2024 1 23 N/A

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Frequently Asked Questions

How much money is in the HOWE & RUSLING 401(K) PLAN?
As of the 2024 Form 5500 filing, HOWE & RUSLING 401(K) PLAN holds N/A in total assets with 23 participants. It is sponsored by HOWE AND RUSLING, INC..
What type of plan is HOWE & RUSLING 401(K) PLAN?
HOWE & RUSLING 401(K) PLAN is a 401(k) plan. It has been effective since 2006-08-15. The plan is filed with the U.S. Department of Labor under EIN 160487955.
Who sponsors the HOWE & RUSLING 401(K) PLAN?
HOWE & RUSLING 401(K) PLAN is sponsored by HOWE AND RUSLING, INC., located in New York. The sponsor's EIN is 160487955 and the plan operates in the Finance & Insurance industry.
How did HOWE & RUSLING 401(K) PLAN perform in 2024?
HOWE & RUSLING 401(K) PLAN held N/A in total assets at the end of 2024.
Where can I find official filings for HOWE & RUSLING 401(K) PLAN?
Official Form 5500 filings for HOWE & RUSLING 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160487955 or plan name at efast.dol.gov.
How does HOWE & RUSLING 401(K) PLAN compare to other plans?
You can compare HOWE & RUSLING 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 160487955.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.