2023 Form 5500 filing — The Rfa Group Retirement Savings 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 20240909135642NAL0004547297001) for The Rfa Group Retirement Savings Plan, reported by The Rfa Group, Inc. under EIN 47-5512830 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909135642NAL0004547297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rfa Group, Inc.
- EIN
- 47-5512830
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,756,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,756,283
- Employer contributions
- $823,831
- Participant contributions
- $2,702,063
- Total income / additions
- $9,058,119
- Benefits paid
- $1,765,083
- Administrative expenses
- $87,549
- Total expenses
- $1,852,632
- Net increase / (decrease)
- $7,205,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | NONE | $48,538 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $39,011 | $1,405 |