2023 Form 5500 filing — Daniel Rp Management, LLC 401(K) 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 20240828125850NAL0012157057001) for Daniel Rp Management, LLC 401(K) Plan, reported by Daniel Rp Management, LLC under EIN 45-5473308 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828125850NAL0012157057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel Rp Management, LLC
- EIN
- 45-5473308
- Plan number
- 001
- Location
- Greensboro, GA
- Participants
- 813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,194,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,194,429
- Employer contributions
- $1,025,347
- Participant contributions
- $1,696,690
- Total income / additions
- $6,306,907
- Benefits paid
- $1,824,677
- Administrative expenses
- $98,765
- Total expenses
- $1,926,693
- Net increase / (decrease)
- $4,380,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | INVESTMENT ADVISORY | $41,706 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $40,621 | not reported in the loaded dataset |
| Precison Plan Administration | SERVICE PROVIDER | $11,450 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $7,462 | not reported in the loaded dataset |