2023 Form 5500 filing — Rediscover 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 20240805162829NAL0001284305001) for Rediscover Retirement Plan, reported by Rediscover under EIN 23-7169417 and plan number 001. It reports 958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805162829NAL0001284305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rediscover
- EIN
- 23-7169417
- Plan number
- 001
- Location
- Lees Summit, MO
- Participants
- 958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,739,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,739,461
- Employer contributions
- $1,010,965
- Participant contributions
- $2,638,446
- Total income / additions
- $6,893,047
- Benefits paid
- $2,307,931
- Administrative expenses
- $95,284
- Total expenses
- $2,403,215
- Net increase / (decrease)
- $4,489,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $60,952 | $0 |
| Mariner Wealth Advisors | SERVICE PROVIDER | $0 | $34,332 |