Rbr Management LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Rbr 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, Rbr Management LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Rbr Management LLC under EIN 27-1466450 and plan number 001. The latest loaded filing year is 2023. The filing reports 561 participants and $3,915,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rbr Management LLC
- EIN
- 27-1466450
- Plan number
- 001
- Plan type
- 2
- Location
- Henderson, NV
- Latest filing year
- 2023
- Participants
- 561
- End-of-year plan assets
- $3,915,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 561 | H, C | 20241009074419NAL0018871825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,915,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,915,168
- Net assets (BOY)
- $2,606,808
Income & contributions
- Employer contributions
- $326,540
- Participant contributions
- $758,587
- Total contributions
- $1,085,344
- Total income / additions
- $1,562,463
Expenses & distributions
- Benefits paid
- $204,055
- Administrative expenses
- $50,048
- Total expenses
- $254,103
- Net increase / (decrease)
- $1,308,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisers | ADVISOR | $22,840 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $18,135 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,535 | not reported in the loaded dataset | 2023 |