2023 Form 5500 filing — Retirement Unlimited 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 20250410123052NAL0042723954001) for Retirement Unlimited 401(K) Plan, reported by Retirement Unlimited, Inc. under EIN 54-1278450 and plan number 001. It reports 1,904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410123052NAL0042723954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retirement Unlimited, Inc.
- EIN
- 54-1278450
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 1,904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,024,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,024,252
- Employer contributions
- $370,912
- Participant contributions
- $1,316,330
- Total income / additions
- $3,921,874
- Benefits paid
- $1,606,819
- Administrative expenses
- $157,902
- Total expenses
- $1,799,229
- Net increase / (decrease)
- $2,122,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $73,902 | $0 |
| Pension Assurance | AUDITOR | $54,000 | $0 |
| Capital Investment Advisory Service | INVESTMENT MANAGER | $30,000 | $0 |