2023 Form 5500 filing — The Revenue Assistance Corp., 401(K) Retirement 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 20240805152630NAL0001221617001) for The Revenue Assistance Corp., 401(K) Retirement Plan, reported by Revenue Assistance Corp. The Revenue Group under EIN 34-1778077 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805152630NAL0001221617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Revenue Assistance Corp. The Revenue Group
- EIN
- 34-1778077
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,739,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,739,497
- Employer contributions
- $132,572
- Participant contributions
- $396,177
- Total income / additions
- $1,667,635
- Benefits paid
- $248,692
- Administrative expenses
- $36,942
- Total expenses
- $285,634
- Net increase / (decrease)
- $1,382,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,115 | $0 |
| Ancora Retirement Plan Advisors Inc | INVESTMENT ADVISOR | $14,084 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,743 | not reported in the loaded dataset |