2023 Form 5500 filing — Rising Medical Solutions, Inc. 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 20241011104809NAL0010833987001) for Rising Medical Solutions, Inc. 401(K) Plan, reported by Rising Holdings, Inc.,Dba Rising Medical Solutions under EIN 36-4276352 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.2MReported net assets$20,230,763
Participants232
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011104809NAL0010833987001
- Plan sponsor
- Rising Holdings, Inc.,Dba Rising Medical Solutions
- EIN
- 36-4276352
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,230,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,230,763
- Employer contributions
- $290,085
- Participant contributions
- $1,055,995
- Total income / additions
- $5,441,623
- Benefits paid
- $1,955,448
- Administrative expenses
- -$6,202
- Total expenses
- $1,949,246
- Net increase / (decrease)
- $3,492,377
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investment Corp | ADVISOR | $13,964 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,390 | $0 |