Plan5500

Rjn Group, Inc. 401(K) Plan — Form 5500 plan (Rjn 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, Rjn Group, Inc. 401(K) Plan is a benefit plan reported by Rjn Group, Inc. under EIN 36-2838939 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $20,180,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rjn Group, Inc.
EIN
36-2838939
Plan number
002
Plan type
2
Location
Downers Grove, IL
Latest filing year
2023
Participants
235
End-of-year plan assets
$20,180,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241108102530NAL0011444625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,180,013
Net assets (EOY)
$20,180,013
Net assets (BOY)
$16,936,694

Income & contributions

Employer contributions
$387,241
Participant contributions
$1,198,849
Total contributions
$2,328,771
Total income / additions
$4,606,374

Expenses & distributions

Benefits paid
$1,279,183
Administrative expenses
$64,854
Total expenses
$1,363,055
Net increase / (decrease)
$3,243,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersRIA$32,724not reported in the loaded dataset2023
John Hancock Trust CompanyRECORDKEEPER$27,746not reported in the loaded dataset2023

Related Form 5500 pages