Resource International, Inc. Savings & Investment 401(K) Plan — Form 5500 plan (Resource International, 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, Resource International, Inc. Savings & Investment 401(K) Plan is a benefit plan reported by Resource International, Inc. under EIN 31-0669793 and plan number 004. The latest loaded filing year is 2023. The filing reports 184 participants and $19,968,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resource International, Inc.
- EIN
- 31-0669793
- Plan number
- 004
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $19,968,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241010143420NAL0021257729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,968,924
- Total liabilities (EOY)
- $50,981
- Net assets (EOY)
- $19,917,943
- Net assets (BOY)
- $16,594,809
Income & contributions
- Employer contributions
- $210,634
- Participant contributions
- $799,971
- Total contributions
- $1,015,827
- Total income / additions
- $4,534,610
Expenses & distributions
- Benefits paid
- $1,208,468
- Administrative expenses
- $3,008
- Total expenses
- $1,211,476
- Net increase / (decrease)
- $3,323,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $60,529 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Svcs | RECORDKEEPER | $1,631 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,452 | $0 | 2023 |
| Creative Retirement Systems, Inc | TPA | $0 | $526 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resource International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Janney Montgomery Scott LLC — Schedule C compensation
- Capital Group Retirement Svcs — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation