2023 Form 5500 filing — Rjn Group, Inc. 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 20241108102530NAL0011444625001) for Rjn Group, Inc. 401(K) Plan, reported by Rjn Group, Inc. under EIN 36-2838939 and plan number 002. It reports 235 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)$20.2MReported net assets$20,180,013
Participants235
Provider compensation$60.5K2 Schedule C row(s)$60,470
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241108102530NAL0011444625001
Plan sponsor
Rjn Group, Inc.
EIN
36-2838939
Plan number
002
Location
Downers Grove, IL
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)$20.2M total assets
Net assets$20.2MLiabilities
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$387.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,180,013
Net assets (EOY)
$20,180,013
Employer contributions
$387,241
Participant contributions
$1,198,849
Total income / additions
$4,606,374
Benefits paid
$1,279,183
Administrative expenses
$64,854
Total expenses
$1,363,055
Net increase / (decrease)
$3,243,319

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement PartnersRIA$32,724not reported in the loaded dataset
John Hancock Trust CompanyRECORDKEEPER$27,746not reported in the loaded dataset

Related Form 5500 pages