Rjn Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Rjn Group, 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, Rjn Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Rjn Group, Inc. under EIN 36-2838939 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $14,422,308 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.4MPlan net assets, end of year$14,422,308
Participants187Covered participants reported
Assets / participant$77.1KComputed: assets ÷ participants$77,125 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Rjn Group, Inc.
EIN
36-2838939
Plan number
001
Plan type
2
Location
Downers Grove, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241111120936NAL0008624579001
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)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$900K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$14,422,308
Total liabilities (EOY)
$0
Net assets (EOY)
$14,422,308
Net assets (BOY)
$11,498,032

Income & contributions

Employer contributions
$900,000
Total contributions
$900,000
Total income / additions
$4,807,544

Expenses & distributions

Benefits paid
$1,883,268
Administrative expenses
$0
Total expenses
$1,883,268
Net increase / (decrease)
$2,924,276
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.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income39%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialN/A$0not reported in the loaded dataset2023

Related Form 5500 pages