Reading Rock, Inc. 401(K) Retirement Plan — Form 5500 plan (Reading Rock, 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, Reading Rock, Inc. 401(K) Retirement Plan is a benefit plan reported by Reading Rock, Inc. under EIN 31-0745681 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $10,448,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reading Rock, Inc.
- EIN
- 31-0745681
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $10,448,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240924115919NAL0026100530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,448,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,448,352
- Net assets (BOY)
- $8,813,258
Income & contributions
- Employer contributions
- $358,670
- Participant contributions
- $785,161
- Total contributions
- $1,162,952
- Total income / additions
- $2,422,548
Expenses & distributions
- Benefits paid
- $758,457
- Administrative expenses
- $28,997
- Total expenses
- $787,454
- Net increase / (decrease)
- $1,635,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,805 | $0 | 2023 |
| Creative Retirement Systems, Inc. | TPA | $6,811 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reading Rock, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation