Rp Design & Management LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Rp Design & Management, LLC)

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, Rp Design & Management LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Rp Design & Management, LLC under EIN 22-3540632 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,090 participants and $2,557,994 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,557,994
Participants1.1KCovered participants reported1,090
Assets / participant$2.3KComputed: assets ÷ participants$2,347 (computed)
Provider compensation$13.7K2 Schedule C provider row(s)$13,654
Plan sponsor
Rp Design & Management, LLC
EIN
22-3540632
Plan number
001
Plan type
2
Location
Collingswood, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,090H, C20241015150738NAL0028876817001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$112.4K
Benefits paid / distributions$98.2K
Contributions
Employer$262.6K
Participant$536.5K
Full reported line items

Net assets

Total assets (EOY)
$2,557,994
Total liabilities (EOY)
$0
Net assets (EOY)
$2,557,994
Net assets (BOY)
$1,443,858

Income & contributions

Employer contributions
$262,551
Participant contributions
$536,515
Total contributions
$859,280
Total income / additions
$1,226,506

Expenses & distributions

Benefits paid
$98,154
Administrative expenses
$14,216
Total expenses
$112,370
Net increase / (decrease)
$1,114,136
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Girard Advisory ServicesNONE$13,324not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$330$02023

Related Form 5500 pages