2023 Form 5500 filing — R3 Strategic Support Group, 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 20241014184654NAL0013756035001) for R3 Strategic Support Group, Inc. 401(K) Plan, reported by R3 Strategic Support Group, Inc. under EIN 26-1232918 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184654NAL0013756035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R3 Strategic Support Group, Inc.
- EIN
- 26-1232918
- Plan number
- 001
- Location
- Coronado, CA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,759,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,759,328
- Employer contributions
- $742,885
- Participant contributions
- $851,921
- Total income / additions
- $3,043,925
- Benefits paid
- $1,437,193
- Administrative expenses
- $70,442
- Total expenses
- $1,513,596
- Net increase / (decrease)
- $1,530,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $16,800 |
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $15,875 |