Rainy Partners, LLC 401(K) Plan — Form 5500 plan (Rainy Partners, LLC.)

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, Rainy Partners, LLC 401(K) Plan is a benefit plan reported by Rainy Partners, LLC. under EIN 20-5927740 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $8,141,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rainy Partners, LLC.
EIN
20-5927740
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
253
End-of-year plan assets
$8,141,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240918154316NAL0002711235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,141,914
Total liabilities (EOY)
$0
Net assets (EOY)
$8,141,914
Net assets (BOY)
$6,746,660

Income & contributions

Employer contributions
$351,108
Participant contributions
$783,852
Total contributions
$1,141,798
Total income / additions
$2,278,510

Expenses & distributions

Benefits paid
$874,527
Administrative expenses
$8,729
Total expenses
$883,256
Net increase / (decrease)
$1,395,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement AdvantageOTHER SERVICES$0$3,6582023
Tull Forsberg And Olson PlcOTHER FEES$2,364not reported in the loaded dataset2023

Related Form 5500 pages