Rsr 401(K) Retirement Plan — Form 5500 plan (Rsr 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, Rsr 401(K) Retirement Plan is a benefit plan reported by Rsr Group, Inc. under EIN 59-2958389 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $21,947,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rsr Group, Inc.
EIN
59-2958389
Plan number
001
Plan type
2
Location
Winter Park, FL
Latest filing year
2023
Participants
461
End-of-year plan assets
$21,947,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20250114113704NAL0011594211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,947,722
Total liabilities (EOY)
$0
Net assets (EOY)
$21,947,722
Net assets (BOY)
$17,582,459

Income & contributions

Employer contributions
$359,195
Participant contributions
$1,798,074
Total contributions
$2,310,444
Total income / additions
$5,697,909

Expenses & distributions

Benefits paid
$1,286,738
Administrative expenses
$45,879
Total expenses
$1,332,646
Net increase / (decrease)
$4,365,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,294$02023
Strategic Advisors, Inc.ADVISOR$10,585not reported in the loaded dataset2023

Related Form 5500 pages