2023 Form 5500 filing — Reserve Management Group 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 20241015093107NAL0048671776005) for Reserve Management Group 401(K) Plan, reported by Rmg Investment Group, LLC under EIN 45-2588798 and plan number 001. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.6MReported net assets$23,628,043
Participants846
Provider compensation$154.9K2 Schedule C row(s)$154,913
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015093107NAL0048671776005
- Plan sponsor
- Rmg Investment Group, LLC
- EIN
- 45-2588798
- Plan number
- 001
- Location
- Stow, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.7M total assets
Net assets$23.6MLiabilities$36.9K
Full reported line items
- Total assets (EOY)
- $23,664,965
- Total liabilities (EOY)
- $36,922
- Net assets (EOY)
- $23,628,043
- Employer contributions
- $1,213,264
- Participant contributions
- $1,933,409
- Total income / additions
- $6,448,226
- Benefits paid
- $2,539,312
- Administrative expenses
- $154,913
- Total expenses
- $2,694,963
- Net increase / (decrease)
- $3,753,263
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $141,113 | $0 |
| Bober, Markey & Fedorovich | NONE | $13,800 | not reported in the loaded dataset |