R3 Employee Stock Ownership Plan — Form 5500 plan (R3 Strategic Support 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, R3 Employee Stock Ownership Plan is a benefit plan reported by R3 Strategic Support Group, Inc. under EIN 26-1232918 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $11,598,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R3 Strategic Support Group, Inc.
- EIN
- 26-1232918
- Plan number
- 002
- Plan type
- 2
- Location
- Coronado, CA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $11,598,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H | 20241015120016NAL0049196608012 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,598,230
- Total liabilities (EOY)
- $4,171,148
- Net assets (EOY)
- $7,427,082
- Net assets (BOY)
- $2,043,848
Income & contributions
- Employer contributions
- $2,508,805
- Total contributions
- $2,508,805
- Total income / additions
- $5,510,055
Expenses & distributions
- Benefits paid
- $20,649
- Administrative expenses
- $67
- Total expenses
- $126,821
- Net increase / (decrease)
- $5,383,234
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.