Rise48 Am, LLC — 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, Rise48 Am, LLC (EIN 85-2412080) is a plan sponsor located in Scottsdale, AZ with 4 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
85-2412080
Location
Scottsdale, AZ
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rise48 Am, LLC

  • 4 loaded plans hold $1.1M in reported assets.
  • The largest, Rise48 Group 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 959 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,140,142
Total reported assets$1.1M$1,140,142
Total reported participants959
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities
Contributions & income
Employer contributions$346.7K
Participant contributions$607.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$187.9K
Total expenses$202.6K
Net increase / (decrease)$918.1K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rise48 Group 401(K) Plan
Participants per plan240Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 159 participants · 2023
  2. 2
    Rise48 Equity Life And Disability Plannot reported in the loaded dataset
    Plan #503 · 574 participants · 2023
  3. 3
    Rise48 Equity Medical Plannot reported in the loaded dataset
    Plan #501 · 118 participants · 2023
  4. 4
    Rise48 Equity Vision Plannot reported in the loaded dataset
    Plan #502 · 108 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rise48 Am, LLC. Open one for its full reported snapshot.

  1. 2023
    Rise48 Equity Medical Plan118 participants · 2No schedules
    View filing →
  2. 2023
    Rise48 Group 401(K) Plan159 participants · 2Sch HSch C
    View filing →
  3. 2023
    Rise48 Equity Vision Plan108 participants · 2No schedules
    View filing →
  4. 2023
    Rise48 Equity Life And Disability Plan574 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rise48 Am, LLC report on Form 5500?
Rise48 Am, LLC (EIN 85-2412080) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rise48 Am, LLC?
The Employer Identification Number (EIN) reported for Rise48 Am, LLC is 85-2412080.
What is the latest Form 5500 filing year for Rise48 Am, LLC?
The latest loaded Form 5500 filing year for Rise48 Am, LLC is 2023.

Related Form 5500 pages