Reserve Management Group 401(K) Plan — Form 5500 plan (Rmg Investment 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, Reserve Management Group 401(K) Plan is a benefit plan reported by Rmg Investment Group, LLC under EIN 45-2588798 and plan number 001. The latest loaded filing year is 2023. The filing reports 846 participants and $23,664,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rmg Investment Group, LLC
EIN
45-2588798
Plan number
001
Plan type
2
Location
Stow, OH
Latest filing year
2023
Participants
846
End-of-year plan assets
$23,664,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023846H, C20241015093107NAL0048671776005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,664,965
Total liabilities (EOY)
$36,922
Net assets (EOY)
$23,628,043
Net assets (BOY)
$19,874,789

Income & contributions

Employer contributions
$1,213,264
Participant contributions
$1,933,409
Total contributions
$3,161,673
Total income / additions
$6,448,226

Expenses & distributions

Benefits paid
$2,539,312
Administrative expenses
$154,913
Total expenses
$2,694,963
Net increase / (decrease)
$3,753,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$141,113$02023
Bober, Markey & FedorovichNONE$13,800not reported in the loaded dataset2023

Related Form 5500 pages