2023 Form 5500 filing — Rss Retirement 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 20241015125653NAL0028493489001) for Rss Retirement Plan, reported by Rex Signature Services, LLC under EIN 81-4149824 and plan number 004. It reports 700 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)$62.4MReported net assets$62,363,538
Participants700
Provider compensation$360.7K5 Schedule C row(s)$360,663
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015125653NAL0028493489001
- Plan sponsor
- Rex Signature Services, LLC
- EIN
- 81-4149824
- Plan number
- 004
- Location
- Sacramento, CA
- 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)$62.4M total assets
Net assets$62.4MLiabilities$66.6K
Full reported line items
- Total assets (EOY)
- $62,430,142
- Total liabilities (EOY)
- $66,604
- Net assets (EOY)
- $62,363,538
- Employer contributions
- $1,714,119
- Participant contributions
- $2,708,118
- Total income / additions
- $12,111,059
- Benefits paid
- $4,558,825
- Administrative expenses
- $361,877
- Total expenses
- $5,097,650
- Net increase / (decrease)
- $7,013,409
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osborne & Associates, Inc. | CONTRACT ADMI NISTRATOR | $126,466 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $100,336 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $87,229 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $46,232 | not reported in the loaded dataset |
| Qdro Consultants Company LLC | OTHER | $400 | not reported in the loaded dataset |