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, Retire Right 401(K) Plan is a benefit plan reported by Leading Plan Solutions, Inc. under EIN 86-2271858 and plan number 002. The latest loaded filing year is 2023. The filing reports 488 participants and $6,608,844 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,608,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,608,844
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $5,981
- Participant contributions
- $1,485,735
- Total contributions
- $1,509,988
- Total income / additions
- $2,123,547
Expenses & distributions
- Benefits paid
- $1,180,721
- Administrative expenses
- $88,204
- Total expenses
- $1,274,443
- Net increase / (decrease)
- $849,104