2023 Form 5500 filing — 403(B) Thrift Plan For Recovery Resources
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 20241015131539NAL0016467891001) for 403(B) Thrift Plan For Recovery Resources, reported by Recovery Resources under EIN 34-1211116 and plan number 003. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131539NAL0016467891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Recovery Resources
- EIN
- 34-1211116
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,912,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,912,216
- Employer contributions
- $51,455
- Participant contributions
- $194,573
- Total income / additions
- $656,457
- Benefits paid
- $486,819
- Administrative expenses
- $25,870
- Total expenses
- $513,618
- Net increase / (decrease)
- $142,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,681 | $0 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $6,872 | not reported in the loaded dataset |
| Benefit Solutions, Etc. | THIRD PARTY ADMIN | $2,171 | $1,374 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14 | not reported in the loaded dataset |