Rising Medical Solutions, Inc. 401(K) Plan — Form 5500 plan (Rising Holdings, Inc.,Dba Rising Medical Solutions)
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, Rising Medical Solutions, Inc. 401(K) Plan is a benefit plan reported by Rising Holdings, Inc.,Dba Rising Medical Solutions under EIN 36-4276352 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $20,230,763 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.2MPlan net assets, end of year$20,230,763
Participants232Covered participants reported
Assets / participant$87.2KComputed: assets ÷ participants$87,202 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Rising Holdings, Inc.,Dba Rising Medical Solutions
- EIN
- 36-4276352
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241011104809NAL0010833987001 |
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)$20.2M total assets
Net assets$20.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,230,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,230,763
- Net assets (BOY)
- $16,738,386
Income & contributions
- Employer contributions
- $290,085
- Participant contributions
- $1,055,995
- Total contributions
- $1,878,806
- Total income / additions
- $5,441,623
Expenses & distributions
- Benefits paid
- $1,955,448
- Administrative expenses
- -$6,202
- Total expenses
- $1,949,246
- Net increase / (decrease)
- $3,492,377
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothschild Investment Corp | ADVISOR | $13,964 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,390 | $0 | 2023 |