Who sponsors the Retiremint Pep?

Retiremint Pep is reported as sponsored by The Finway Group, LLC (EIN 42-1468222, plan number 012) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Retiremint Pep?

The latest Form 5500 filing year loaded for Retiremint Pep is 2023.

How many participants does Retiremint Pep report?

Retiremint Pep reports 499 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Retiremint Pep?

Retiremint Pep reports $9,868,633 in end-of-year plan assets in its latest loaded Form 5500 filing.

Retiremint Pep — Form 5500 plan (The Finway 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, Retiremint Pep is a benefit plan reported by The Finway Group, LLC under EIN 42-1468222 and plan number 012. The latest loaded filing year is 2023. The filing reports 499 participants and $9,868,633 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,868,633

Participants499Covered participants reported

Assets / participant$19.8KComputed: assets ÷ participants$19,777 (computed)

Provider compensationNone reported

Plan sponsor: The Finway Group, LLC
EIN: 42-1468222
Plan number: 012
Plan type: 3
Location: West Des Moine, IA
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
499 participants · 3Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.9M total assets

Net assets$9.9MLiabilities—

Money in vs. money out

Total income / additions$680K

Total expenses$24.7K

Benefits paid / distributions$24.5K

Contributions

Employer$170.2K

Participant$279.3K

Full reported line items

Net assets

Total assets (EOY): $9,868,633
Net assets (EOY): $9,868,633
Net assets (BOY): $0

Income & contributions

Employer contributions: $170,218
Participant contributions: $279,267
Total income / additions: $680,012

Expenses & distributions

Benefits paid: $24,523
Administrative expenses: $150
Total expenses: $24,673
Net increase / (decrease): $655,339

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

38%62%

Employer 38%Participant 62%

Total expenses ÷ net assets0%Computed ratio

Benefits paid ÷ total income4%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.