2023 Form 5500 filing — Residential Management Group, LLC 401k Retirement Savings 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 20241015155311NAL0029008865001) for Residential Management Group, LLC 401k Retirement Savings Plan, reported by Residential Management Group, LLC under EIN 74-3083621 and plan number 001. It reports 399 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)$36.7MReported net assets$36,685,145
Participants399
Provider compensation$66.7K7 Schedule C row(s)$66,707
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155311NAL0029008865001
- Plan sponsor
- Residential Management Group, LLC
- EIN
- 74-3083621
- Plan number
- 001
- Location
- New York, NY
- 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)$36.7M total assets
Net assets$36.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,685,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,685,145
- Employer contributions
- $216,969
- Participant contributions
- $1,557,191
- Total income / additions
- $6,769,655
- Benefits paid
- $2,145,567
- Administrative expenses
- $8,425
- Total expenses
- $2,153,992
- Net increase / (decrease)
- $4,615,663
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $50,020 |
| Open Acq LLC | TPA | $0 | $16,687 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $0 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Open Acq LLC | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |