2023 Form 5500 filing — U. S. Retirement Partners 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 20241015193939NAL0051102112001) for U. S. Retirement Partners 401(K) Plan, reported by U.S. Retirement Partners, Inc. under EIN 26-0829701 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193939NAL0051102112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Retirement Partners, Inc.
- EIN
- 26-0829701
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,072,325
- Total liabilities (EOY)
- $1,996
- Net assets (EOY)
- $58,070,329
- Employer contributions
- $1,639,613
- Participant contributions
- $3,394,085
- Total income / additions
- $14,230,360
- Benefits paid
- $4,171,465
- Administrative expenses
- $23,294
- Total expenses
- $4,194,759
- Net increase / (decrease)
- $10,035,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company | NONE | $23,295 | $7,805 |