2023 Form 5500 filing — Renaissance Investment Management Employees' 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240704224033NAL0009702289001) for Renaissance Investment Management Employees' 401(K) Plan, reported by The Renaissance Group LLC under EIN 31-1448100 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240704224033NAL0009702289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Renaissance Group LLC
- EIN
- 31-1448100
- Plan number
- 001
- Location
- Covington, KY
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,939,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,939,598
- Employer contributions
- $165,602
- Participant contributions
- $328,166
- Total income / additions
- $2,976,462
- Benefits paid
- $4,474,203
- Administrative expenses
- $756
- Total expenses
- $4,474,959
- Net increase / (decrease)
- -$1,498,497
- Schedule source
- Schedule I