2023 Form 5500 filing — Rbr Alliance, 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 20250411082803NAL0012536819001) for Rbr Alliance, Inc. 401(K) Plan, reported by Rbr Alliance, Inc. under EIN 84-1755614 and plan number 002. It reports 400 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)$6MReported net assets$6,021,447
Participants400
Provider compensation$25.8K5 Schedule C row(s)$25,833
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411082803NAL0012536819001
Plan sponsor
Rbr Alliance, Inc.
EIN
84-1755614
Plan number
002
Location
Georgetown, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6M total assets
Net assets$6MLiabilities$5.1K
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$262.6K
Participant$352.3K
Full reported line items
Total assets (EOY)
$6,026,574
Total liabilities (EOY)
$5,127
Net assets (EOY)
$6,021,447
Employer contributions
$262,632
Participant contributions
$352,331
Total income / additions
$1,104,600
Benefits paid
$1,085,939
Administrative expenses
$25,833
Total expenses
$1,111,772
Net increase / (decrease)
-$7,172
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $9K
  2. 2
    ADVISOR · Direct $8.3K
  3. 3
    RECORDKEEPER · Direct $6.3K · Indirect $0
  4. 4
    THIRD PARTY ADMINISTRATOR · Direct $1.8K · Indirect $0
  5. 5
    INVESTMENT ADVISOR · Direct $463 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411082803NAL0012536819001 cover?
It is the 2023 Form 5500 filing for Rbr Alliance, Inc. 401(K) Plan, reported by Rbr Alliance, Inc. (EIN 84-1755614).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages