2023 Form 5500 filing — Rise Inc. 403(B) Employee 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 20241028112440NAL0005960704001) for Rise Inc. 403(B) Employee Retirement Plan, reported by Rise, Inc. under EIN 87-0454287 and plan number 001. It reports 2,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028112440NAL0005960704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rise, Inc.
- EIN
- 87-0454287
- Plan number
- 001
- Location
- Mesa, AZ
- Participants
- 2,809
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,699,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,699,364
- Employer contributions
- $52,207
- Participant contributions
- $667,751
- Total income / additions
- $1,194,770
- Benefits paid
- $524,477
- Administrative expenses
- $74,067
- Total expenses
- $598,544
- Net increase / (decrease)
- $596,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $67,261 | not reported in the loaded dataset |
| Ep Wealth Advisors, LLC | NONE | $6,806 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $3,527 |