Plan5500

Knowtion Health 401(K) Plan — Form 5500 plan (Rsource, 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, Knowtion Health 401(K) Plan is a benefit plan reported by Rsource, LLC under EIN 26-1268348 and plan number 002. The latest loaded filing year is 2023. The filing reports 514 participants and $5,921,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rsource, LLC
EIN
26-1268348
Plan number
002
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
Participants
514
End-of-year plan assets
$5,921,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20241015113741NAL0057255026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,921,156
Total liabilities (EOY)
$0
Net assets (EOY)
$5,921,156
Net assets (BOY)
$4,405,099

Income & contributions

Employer contributions
$119,371
Participant contributions
$952,626
Total contributions
$1,213,167
Total income / additions
$1,954,906

Expenses & distributions

Benefits paid
$419,185
Administrative expenses
$19,664
Total expenses
$438,849
Net increase / (decrease)
$1,516,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investors Services IncSERVICE PROVIDER$0$12,3262023
Voya Retirement Insurance AnnuitySERVICE PROVIDER$601not reported in the loaded dataset2023
Morningstar Investment ManagementSERVICE PROVIDER$601not reported in the loaded dataset2023

Related Form 5500 pages