2023 Form 5500 filing — Rkd Group, LLC 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 20241003082323NAL0004708339001) for Rkd Group, LLC 401(K) Plan, reported by Rkd Group, LLC under EIN 47-5152075 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003082323NAL0004708339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rkd Group, LLC
- EIN
- 47-5152075
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,845,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,845,349
- Employer contributions
- $457,556
- Participant contributions
- $2,701,918
- Total income / additions
- $8,275,880
- Benefits paid
- $653,501
- Administrative expenses
- $144,503
- Total expenses
- $811,936
- Net increase / (decrease)
- $7,463,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins Co | RECORDKEEPER | $56,812 | not reported in the loaded dataset |
| Commonwealth Financial Network | BROKER | $42,342 | not reported in the loaded dataset |
| Lpl Financial LLC | BROKER | $25,821 | not reported in the loaded dataset |
| Tyler Associates Inc | TPA | $19,530 | not reported in the loaded dataset |