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, Rise Inc. 403(B) Employee Retirement Plan is a benefit plan reported by Rise, Inc. under EIN 87-0454287 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,809 participants and $3,699,364 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,699,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,699,364
- Net assets (BOY)
- $3,103,138
Income & contributions
- Employer contributions
- $52,207
- Participant contributions
- $667,751
- Total contributions
- $742,296
- Total income / additions
- $1,194,770
Expenses & distributions
- Benefits paid
- $524,477
- Administrative expenses
- $74,067
- Total expenses
- $598,544
- Net increase / (decrease)
- $596,226