Riskonnect, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Riskonnect, 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, Riskonnect, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Riskonnect, Inc. under EIN 26-0842782 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $34,198,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riskonnect, Inc.
- EIN
- 26-0842782
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $34,198,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241008180015NAL0017159137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,198,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,198,623
- Net assets (BOY)
- $24,399,916
Income & contributions
- Employer contributions
- $496,747
- Participant contributions
- $4,875,972
- Total contributions
- $7,206,621
- Total income / additions
- $11,986,706
Expenses & distributions
- Benefits paid
- $2,055,389
- Administrative expenses
- $132,610
- Total expenses
- $2,187,999
- Net increase / (decrease)
- $9,798,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $87,343 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,487 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $22,733 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $322 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riskonnect, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation