2023 Form 5500 filing — Resource International, Inc. Savings & Investment 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 20241010143420NAL0021257729001) for Resource International, Inc. Savings & Investment 401(K) Plan, reported by Resource International, Inc. under EIN 31-0669793 and plan number 004. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143420NAL0021257729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resource International, Inc.
- EIN
- 31-0669793
- Plan number
- 004
- Location
- Columbus, OH
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,968,924
- Total liabilities (EOY)
- $50,981
- Net assets (EOY)
- $19,917,943
- Employer contributions
- $210,634
- Participant contributions
- $799,971
- Total income / additions
- $4,534,610
- Benefits paid
- $1,208,468
- Administrative expenses
- $3,008
- Total expenses
- $1,211,476
- Net increase / (decrease)
- $3,323,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $60,529 | not reported in the loaded dataset |
| Capital Group Retirement Svcs | RECORDKEEPER | $1,631 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,452 | $0 |
| Creative Retirement Systems, Inc | TPA | $0 | $526 |