2023 Form 5500 filing — Rsr 401(K) 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 20250114113704NAL0011594211001) for Rsr 401(K) Retirement Plan, reported by Rsr Group, Inc. under EIN 59-2958389 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114113704NAL0011594211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rsr Group, Inc.
- EIN
- 59-2958389
- Plan number
- 001
- Location
- Winter Park, FL
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,947,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,947,722
- Employer contributions
- $359,195
- Participant contributions
- $1,798,074
- Total income / additions
- $5,697,909
- Benefits paid
- $1,286,738
- Administrative expenses
- $45,879
- Total expenses
- $1,332,646
- Net increase / (decrease)
- $4,365,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,294 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,585 | not reported in the loaded dataset |