How many benefit plans does The Retirement Advantage report on Form 5500?

The Retirement Advantage (EIN 39-1816008) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Retirement Advantage?

The Employer Identification Number (EIN) reported for The Retirement Advantage is 39-1816008.

What is the latest Form 5500 filing year for The Retirement Advantage?

The latest loaded Form 5500 filing year for The Retirement Advantage is 2023.

The Retirement Advantage — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Retirement Advantage (EIN 39-1816008) is a plan sponsor located in Port Washington, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1816008
Location: Port Washington, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,879,536
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,879,536

Contributions & income

Employer contributions: $517,950
Participant contributions: $1,476,991
Total income / additions: $4,848,168

Expenses & distributions

Benefits paid / distributions: $3,638,679
Total expenses: $3,666,538
Net increase / (decrease): $1,181,630

Coverage

Total reported participants: 484
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Retirement Advantage plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Retirement Advantage, Inc. 401k Plan	001	321	$15,879,536	2023
The Retirement Advantage Welfare Benefit Plan	508	163	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Retirement Advantage
Year	Plan	Participants	Schedules	Filing
2023	The Retirement Advantage Welfare Benefit Plan	163	C	20240531152658NAL0007355363001
2023	The Retirement Advantage, Inc. 401k Plan	321	H, C	20241001114720NAL0003230627001