Rally For Retirement 401(K) Plan — Form 5500 plan (Great Salons Of Knoxville, 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, Rally For Retirement 401(K) Plan is a benefit plan reported by Great Salons Of Knoxville, Inc. under EIN 84-1616153 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $1,628,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Salons Of Knoxville, Inc.
- EIN
- 84-1616153
- Plan number
- 002
- Plan type
- 3
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $1,628,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241015114144NAL0016248515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,628,653
- Total liabilities (EOY)
- $11,843
- Net assets (EOY)
- $1,616,810
- Net assets (BOY)
- $970,853
Income & contributions
- Employer contributions
- $59,814
- Participant contributions
- $582,580
- Total contributions
- $642,394
- Total income / additions
- $853,460
Expenses & distributions
- Benefits paid
- $172,477
- Administrative expenses
- $35,026
- Total expenses
- $207,503
- Net increase / (decrease)
- $645,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Services, Inc. | RECORDKEEPER | $17,719 | $30 | 2023 |
| Ta Financial Life Insurance Company | RECORDKEEPER | $12,441 | $0 | 2023 |
| Visionary Horizons LLC | INVESTMENT ADVISORY PLAN | $5,039 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Salons Of Knoxville, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Erisa Services, Inc. — Schedule C compensation
- Ta Financial Life Insurance Company — Schedule C compensation
- Visionary Horizons LLC — Schedule C compensation