Plan5500

Radius Financial Group, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Radius Financial Group, Inc.)

Plain-English plan 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, Radius Financial Group, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Radius Financial Group, Inc. under EIN 04-3483190 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $17,066,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Radius Financial Group, Inc.
EIN
04-3483190
Plan number
001
Plan type
2
Location
Norwell, MA
Latest filing year
2023
Participants
196
End-of-year plan assets
$17,066,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20240711080233NAL0009171811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,066,496
Total liabilities (EOY)
$0
Net assets (EOY)
$17,066,496
Net assets (BOY)
$14,184,927

Income & contributions

Employer contributions
$269,396
Participant contributions
$784,007
Total contributions
$1,263,561
Total income / additions
$4,036,633

Expenses & distributions

Benefits paid
$1,066,722
Administrative expenses
$88,342
Total expenses
$1,155,064
Net increase / (decrease)
$2,881,569

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Financial Services LLCINVESTMENT ADVISORY$32,193not reported in the loaded dataset2023
Little House CapitalINVESTMENT ADVISOR$31,394not reported in the loaded dataset2023
Sentinel Benefits Group, LLCTPA$24,755not reported in the loaded dataset2023

Related Form 5500 pages