Plan5500

Rise, Inc. 401(K) Savings Plan — Form 5500 plan (Rise, 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, Rise, Inc. 401(K) Savings Plan is a benefit plan reported by Rise, Inc. under EIN 41-0972476 and plan number 001. The latest loaded filing year is 2023. The filing reports 979 participants and $14,954,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rise, Inc.
EIN
41-0972476
Plan number
001
Plan type
2
Location
Fridley, MN
Latest filing year
2023
Participants
979
End-of-year plan assets
$14,954,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023979H, C20250410133934NAL0011784867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,954,699
Total liabilities (EOY)
$4,067
Net assets (EOY)
$14,950,632
Net assets (BOY)
$13,227,966

Income & contributions

Employer contributions
$321,433
Participant contributions
$658,135
Total contributions
$1,088,337
Total income / additions
$3,260,783

Expenses & distributions

Benefits paid
$1,532,017
Administrative expenses
$6,100
Total expenses
$1,538,117
Net increase / (decrease)
$1,722,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$6,700$02023

Related Form 5500 pages