2023 Form 5500 filing — Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust
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 20250207140720NAL0013905137001) for Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust, reported by Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A under EIN 59-1759654 and plan number 002. It reports 305 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)$39.2MReported net assets$39,194,452
Participants305
Provider compensation$130.4K5 Schedule C row(s)$130,449
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250207140720NAL0013905137001
- Plan sponsor
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A
- EIN
- 59-1759654
- Plan number
- 002
- Location
- Orlando, FL
- 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)$39.2M total assets
Net assets$39.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,194,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,194,452
- Employer contributions
- $384,147
- Participant contributions
- $1,263,737
- Total income / additions
- $8,103,837
- Benefits paid
- $2,604,780
- Administrative expenses
- $130,455
- Total expenses
- $2,735,235
- Net increase / (decrease)
- $5,368,602
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $83,397 | $0 |
| Pnc Bank Na | INVESTMENT ADVISOR | $15,851 | not reported in the loaded dataset |
| Rehmann LLC Dba Rehmann Financial G | AUDITOR | $14,997 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $10,059 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,145 | not reported in the loaded dataset |