Rxvantage, Inc. 401(K) Plan — Form 5500 plan (Rxvantage, 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, Rxvantage, Inc. 401(K) Plan is a benefit plan reported by Rxvantage, Inc. under EIN 80-0207097 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $4,600,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rxvantage, Inc.
EIN
80-0207097
Plan number
001
Plan type
2
Location
Providence, RI
Latest filing year
2023
Participants
152
End-of-year plan assets
$4,600,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20250806130041NAL0002639425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,600,979
Net assets (EOY)
$4,600,979
Net assets (BOY)
$3,111,349

Income & contributions

Employer contributions
$491,981
Participant contributions
$903,926
Total contributions
$1,407,924
Total income / additions
$2,026,273

Expenses & distributions

Benefits paid
$527,321
Administrative expenses
$4,521
Total expenses
$536,643
Net increase / (decrease)
$1,489,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insperity Retirement ServicesRECORDKEEPER$2,457not reported in the loaded dataset2023
Wilshire AssociatesINVESTMENT ADVISOR$1,736not reported in the loaded dataset2023

Related Form 5500 pages