2023 Form 5500 filing — Reserve Management Group 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 20241015093107NAL0048671776005) for Reserve Management Group 401(K) Plan, reported by Rmg Investment Group, LLC under EIN 45-2588798 and plan number 001. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093107NAL0048671776005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rmg Investment Group, LLC
- EIN
- 45-2588798
- Plan number
- 001
- Location
- Stow, OH
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,664,965
- Total liabilities (EOY)
- $36,922
- Net assets (EOY)
- $23,628,043
- Employer contributions
- $1,213,264
- Participant contributions
- $1,933,409
- Total income / additions
- $6,448,226
- Benefits paid
- $2,539,312
- Administrative expenses
- $154,913
- Total expenses
- $2,694,963
- Net increase / (decrease)
- $3,753,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $141,113 | $0 |
| Bober, Markey & Fedorovich | NONE | $13,800 | not reported in the loaded dataset |