2023 Form 5500 filing — Rpi Consultants, LLC Retirement 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 20241009135558NAL0018482833001) for Rpi Consultants, LLC Retirement Plan, reported by Rpi Consultants, LLC under EIN 37-1480199 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135558NAL0018482833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rpi Consultants, LLC
- EIN
- 37-1480199
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,384,218
- Net assets (EOY)
- $13,384,218
- Employer contributions
- $806,852
- Participant contributions
- $1,502,806
- Total income / additions
- $4,428,988
- Benefits paid
- $1,717,119
- Administrative expenses
- $51,516
- Total expenses
- $1,768,635
- Net increase / (decrease)
- $2,660,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenspring Advisors | INVESTMENT ADVISORY PLAN | $28,121 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $23,396 | $0 |