2023 Form 5500 filing — Rally For Retirement 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 20241015114144NAL0016248515001) for Rally For Retirement 401(K) Plan, reported by Great Salons Of Knoxville, Inc. under EIN 84-1616153 and plan number 002. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114144NAL0016248515001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Great Salons Of Knoxville, Inc.
- EIN
- 84-1616153
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,628,653
- Total liabilities (EOY)
- $11,843
- Net assets (EOY)
- $1,616,810
- Employer contributions
- $59,814
- Participant contributions
- $582,580
- Total income / additions
- $853,460
- Benefits paid
- $172,477
- Administrative expenses
- $35,026
- Total expenses
- $207,503
- Net increase / (decrease)
- $645,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services, Inc. | RECORDKEEPER | $17,719 | $30 |
| Ta Financial Life Insurance Company | RECORDKEEPER | $12,441 | $0 |
| Visionary Horizons LLC | INVESTMENT ADVISORY PLAN | $5,039 | not reported in the loaded dataset |