2023 Form 5500 filing — Retireready 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 20241007201600NAL0015723329001) for Retireready 401(K) Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 108. It reports 141 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$13.1MReported net assets$13,135,695
Participants141
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241007201600NAL0015723329001
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 108
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,135,695
- Net assets (EOY)
- $13,135,695
- Employer contributions
- $636,000
- Participant contributions
- $1,702,810
- Total income / additions
- $4,149,963
- Benefits paid
- $489,976
- Administrative expenses
- $31,643
- Total expenses
- $538,174
- Net increase / (decrease)
- $3,611,789