Retirement Income Security Plan-Redstone Residential, Inc. — Form 5500 plan (Redstone Residential, 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, Retirement Income Security Plan-Redstone Residential, Inc. is a benefit plan reported by Redstone Residential, Inc. under EIN 87-0492731 and plan number 002. The latest loaded filing year is 2023. The filing reports 603 participants and $6,584,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Redstone Residential, Inc.
- EIN
- 87-0492731
- Plan number
- 002
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $6,584,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20241015132215NAL0028558241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,584,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,584,836
- Net assets (BOY)
- $3,961,193
Income & contributions
- Employer contributions
- $881,305
- Participant contributions
- $1,131,061
- Total contributions
- $2,065,321
- Total income / additions
- $2,968,496
Expenses & distributions
- Benefits paid
- $298,012
- Administrative expenses
- $46,841
- Total expenses
- $344,853
- Net increase / (decrease)
- $2,623,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $19,707 | not reported in the loaded dataset | 2023 |
| Gbs Retire | NONE | $14,504 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $10,637 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,026 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Redstone Residential, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Provo, UT
- Ameritas Life Insurance Corp — Schedule C compensation
- Gbs Retire — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation