2023 Form 5500 filing — Rent Express Retirement & 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 20240729080841NAL0012318947001) for Rent Express Retirement & Savings Plan, reported by Rent Express By Berrios, Inc. under EIN 66-0679566 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729080841NAL0012318947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rent Express By Berrios, Inc.
- EIN
- 66-0679566
- Plan number
- 001
- Location
- Cidra, PR
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $467,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $467,385
- Employer contributions
- $22,234
- Participant contributions
- $110,560
- Total income / additions
- $197,263
- Benefits paid
- $42,766
- Administrative expenses
- $8,611
- Total expenses
- $53,692
- Net increase / (decrease)
- $143,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,441 | $0 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $1,820 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MNGT | $25 | $0 |