Plan5500

R Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R Systems, 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, R Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R Systems, Inc. under EIN 68-0298229 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $7,850,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R Systems, Inc.
EIN
68-0298229
Plan number
001
Plan type
2
Location
El Dorado Hills, CA
Latest filing year
2023
Participants
170
End-of-year plan assets
$7,850,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241015150117NAL0048531776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,850,007
Total liabilities (EOY)
$0
Net assets (EOY)
$7,850,007
Net assets (BOY)
$6,559,241

Income & contributions

Employer contributions
$124,331
Participant contributions
$820,253
Total contributions
$944,584
Total income / additions
$2,202,836

Expenses & distributions

Benefits paid
$851,740
Administrative expenses
$24,051
Total expenses
$912,070
Net increase / (decrease)
$1,290,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors LLCINVESTMENT ADVISORY$13,816$62023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$10,231$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages