Resolvion 401(K) Plan — Form 5500 plan (Resolvion, Gp)

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, Resolvion 401(K) Plan is a benefit plan reported by Resolvion, Gp under EIN 47-5254939 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $3,840,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Resolvion, Gp
EIN
47-5254939
Plan number
001
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
184
End-of-year plan assets
$3,840,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240913085624NAL0005836627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,840,921
Total liabilities (EOY)
$0
Net assets (EOY)
$3,840,921
Net assets (BOY)
$2,833,281

Income & contributions

Employer contributions
$229,512
Participant contributions
$443,513
Total contributions
$673,025
Total income / additions
$1,165,512

Expenses & distributions

Benefits paid
$129,439
Administrative expenses
$28,433
Total expenses
$157,872
Net increase / (decrease)
$1,007,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southern Style Financial Inc.INV ADVISORY$12,610not reported in the loaded dataset2023
Transamerica Life Insurance CoRECORDKEEPER$11,755$02023
Premier Plan ConsultantsRECORDKEEPER$3,775$02023

Related Form 5500 pages