2023 Form 5500 filing — Rbr Management LLC 401(K) Profit Sharing Plan & Trust
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 20241009074419NAL0018871825001) for Rbr Management LLC 401(K) Profit Sharing Plan & Trust, reported by Rbr Management LLC under EIN 27-1466450 and plan number 001. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009074419NAL0018871825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rbr Management LLC
- EIN
- 27-1466450
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,915,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,915,168
- Employer contributions
- $326,540
- Participant contributions
- $758,587
- Total income / additions
- $1,562,463
- Benefits paid
- $204,055
- Administrative expenses
- $50,048
- Total expenses
- $254,103
- Net increase / (decrease)
- $1,308,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Capital Financial Advisers | ADVISOR | $22,840 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $18,135 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,535 | not reported in the loaded dataset |