2023 Form 5500 filing — Rite Of Passage, Inc. 401k 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 20240816093728NAL0030084818001) for Rite Of Passage, Inc. 401k Plan, reported by Rite Of Passage, Inc. under EIN 88-0235002 and plan number 002. It reports 1,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816093728NAL0030084818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rite Of Passage, Inc.
- EIN
- 88-0235002
- Plan number
- 002
- Location
- Minden, NV
- Participants
- 1,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,289,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,289,491
- Employer contributions
- $1,634,324
- Participant contributions
- $2,028,400
- Total income / additions
- $7,665,897
- Benefits paid
- $3,573,898
- Administrative expenses
- $58,184
- Total expenses
- $3,632,082
- Net increase / (decrease)
- $4,033,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $143,951 | $0 |
| Lincoln Investment Planning | INVESTMENT MANAGER | $84,345 | not reported in the loaded dataset |
| Norton Retirement Services, Inc. | TPA | $38,395 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $14,302 | not reported in the loaded dataset |