Renaissance Lakewood, LLC. 401(K) Plan — Form 5500 plan (Renaissance Lakewood, 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, Renaissance Lakewood, LLC. 401(K) Plan is a benefit plan reported by Renaissance Lakewood, LLC under EIN 22-3840741 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $44,461,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Renaissance Lakewood, LLC
EIN
22-3840741
Plan number
001
Plan type
2
Location
Lakewood, NJ
Latest filing year
2023
Participants
533
End-of-year plan assets
$44,461,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023533H, C20241014123743NAL0044507200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,461,769
Total liabilities (EOY)
$0
Net assets (EOY)
$44,461,769
Net assets (BOY)
$36,664,266

Income & contributions

Employer contributions
$1,231,610
Participant contributions
$2,939,958
Total contributions
$4,683,375
Total income / additions
$11,165,382

Expenses & distributions

Benefits paid
$3,236,966
Administrative expenses
$130,913
Total expenses
$3,367,879
Net increase / (decrease)
$7,797,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,306$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$47,351not reported in the loaded dataset2023
Morgan Stanley Global BaINVESTMENT ADVISORY$15,256not reported in the loaded dataset2023

Related Form 5500 pages