The Rfa Group Retirement Savings Plan — Form 5500 plan (The Rfa 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, The Rfa Group Retirement Savings Plan is a benefit plan reported by The Rfa Group, Inc. under EIN 47-5512830 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $31,756,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Rfa Group, Inc.
EIN
47-5512830
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
615
End-of-year plan assets
$31,756,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20240909135642NAL0004547297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,756,283
Total liabilities (EOY)
$0
Net assets (EOY)
$31,756,283
Net assets (BOY)
$24,550,796

Income & contributions

Employer contributions
$823,831
Participant contributions
$2,702,063
Total contributions
$3,606,422
Total income / additions
$9,058,119

Expenses & distributions

Benefits paid
$1,765,083
Administrative expenses
$87,549
Total expenses
$1,852,632
Net increase / (decrease)
$7,205,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpNONE$48,538not reported in the loaded dataset2023
Ascensus LLCNONE$39,011$1,4052023

Related Form 5500 pages