Tax Deferred Annuity Plan Of Riseboro Community Partnership, Inc. — Form 5500 plan (Riseboro Community Partnership, Inc.)

Plain-English plan 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, Tax Deferred Annuity Plan Of Riseboro Community Partnership, Inc. is a benefit plan reported by Riseboro Community Partnership, Inc. under EIN 11-2453853 and plan number 002. The latest loaded filing year is 2023. The filing reports 730 participants and $8,496,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riseboro Community Partnership, Inc.
EIN
11-2453853
Plan number
002
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
730
End-of-year plan assets
$8,496,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H, C20241028115158NAL0002049603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,496,792
Total liabilities (EOY)
$0
Net assets (EOY)
$8,496,792
Net assets (BOY)
$6,455,721

Income & contributions

Participant contributions
$1,531,396
Total contributions
$1,657,235
Total income / additions
$2,813,639

Expenses & distributions

Benefits paid
$727,199
Administrative expenses
$45,369
Total expenses
$772,568
Net increase / (decrease)
$2,041,071

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,209$02023
Advus Financial Partners LLCINVESTMENT ADVISORY$0$3,0002023

Related Form 5500 pages