Renaissance Investment Management Employees' 401(K) Plan — Form 5500 plan (The Renaissance Group 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 Investment Management Employees' 401(K) Plan is a benefit plan reported by The Renaissance Group LLC under EIN 31-1448100 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $14,939,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Renaissance Group LLC
- EIN
- 31-1448100
- Plan number
- 001
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $14,939,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240704224033NAL0009702289001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,939,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,939,598
- Net assets (BOY)
- $16,438,095
Income & contributions
- Employer contributions
- $165,602
- Participant contributions
- $328,166
- Total income / additions
- $2,976,462
Expenses & distributions
- Benefits paid
- $4,474,203
- Administrative expenses
- $756
- Total expenses
- $4,474,959
- Net increase / (decrease)
- -$1,498,497
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.