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, U. S. Retirement Partners 401(K) Plan is a benefit plan reported by U.S. Retirement Partners, Inc. under EIN 26-0829701 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $58,072,325 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,072,325
- Total liabilities (EOY)
- $1,996
- Net assets (EOY)
- $58,070,329
- Net assets (BOY)
- $45,571,071
Income & contributions
- Employer contributions
- $1,639,613
- Participant contributions
- $3,394,085
- Total contributions
- $5,617,175
- Total income / additions
- $14,230,360
Expenses & distributions
- Benefits paid
- $4,171,465
- Administrative expenses
- $23,294
- Total expenses
- $4,194,759
- Net increase / (decrease)
- $10,035,601