Returns Distribution Specialists LLC Safe Harbor 401(K) Plan — Form 5500 plan (Returns Distribution Specialists)

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, Returns Distribution Specialists LLC Safe Harbor 401(K) Plan is a benefit plan reported by Returns Distribution Specialists under EIN 62-1593346 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $332,421 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$332.4KPlan net assets, end of year$332,421
Participants19Covered participants reported
Assets / participant$17.5KComputed: assets ÷ participants$17,496 (computed)
Provider compensationNone reported
Plan sponsor
Returns Distribution Specialists
EIN
62-1593346
Plan number
001
Plan type
2
Location
Bells, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I20240619154507NAL0000288528011
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$332.4K total assets
Net assets$332.4KLiabilities
Money in vs. money out
Total income / additions$202.9K
Total expenses$1.5K
Benefits paid / distributionsNot reported
Contributions
Employer$62.3K
Participant$96K
Full reported line items

Net assets

Total assets (EOY)
$332,421
Net assets (EOY)
$332,421
Net assets (BOY)
$131,064

Income & contributions

Employer contributions
$62,328
Participant contributions
$96,045
Total income / additions
$202,852

Expenses & distributions

Total expenses
$1,495
Net increase / (decrease)
$201,357
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages