The Rethink Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The Rethink 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 Rethink Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The Rethink Group Inc under EIN 58-2194943 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,216,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rethink Group Inc
- EIN
- 58-2194943
- Plan number
- 001
- Plan type
- 2
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $7,216,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241010105255NAL0009927875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,216,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,216,728
- Net assets (BOY)
- $7,464,137
Income & contributions
- Employer contributions
- $294,951
- Participant contributions
- $519,173
- Total contributions
- $814,124
- Total income / additions
- $2,347,580
Expenses & distributions
- Benefits paid
- $2,565,636
- Administrative expenses
- $29,353
- Total expenses
- $2,594,989
- Net increase / (decrease)
- -$247,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $16,987 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $16,059 | not reported in the loaded dataset | 2023 |