2023 Form 5500 filing — Radius Financial Group, Inc. 401(K) Employee Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711080233NAL0009171811001) for Radius Financial Group, Inc. 401(K) Employee Savings Plan, reported by Radius Financial Group, Inc. under EIN 04-3483190 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711080233NAL0009171811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Radius Financial Group, Inc.
- EIN
- 04-3483190
- Plan number
- 001
- Location
- Norwell, MA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,066,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,066,496
- Employer contributions
- $269,396
- Participant contributions
- $784,007
- Total income / additions
- $4,036,633
- Benefits paid
- $1,066,722
- Administrative expenses
- $88,342
- Total expenses
- $1,155,064
- Net increase / (decrease)
- $2,881,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Financial Services LLC | INVESTMENT ADVISORY | $32,193 | not reported in the loaded dataset |
| Little House Capital | INVESTMENT ADVISOR | $31,394 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $24,755 | not reported in the loaded dataset |