The Revenue Assistance Corp., 401(K) Retirement Plan — Form 5500 plan (Revenue Assistance Corp. The Revenue Group)
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, The Revenue Assistance Corp., 401(K) Retirement Plan is a benefit plan reported by Revenue Assistance Corp. The Revenue Group under EIN 34-1778077 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $6,739,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Revenue Assistance Corp. The Revenue Group
- EIN
- 34-1778077
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,739,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240805152630NAL0001221617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,739,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,739,497
- Net assets (BOY)
- $5,357,496
Income & contributions
- Employer contributions
- $132,572
- Participant contributions
- $396,177
- Total contributions
- $546,130
- Total income / additions
- $1,667,635
Expenses & distributions
- Benefits paid
- $248,692
- Administrative expenses
- $36,942
- Total expenses
- $285,634
- Net increase / (decrease)
- $1,382,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,115 | $0 | 2023 |
| Ancora Retirement Plan Advisors Inc | INVESTMENT ADVISOR | $14,084 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,743 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Revenue Assistance Corp. The Revenue Group
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Ancora Retirement Plan Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation