Rjg Technologies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rjg Technologies, 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, Rjg Technologies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rjg Technologies, Inc. under EIN 38-2888955 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $14,575,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rjg Technologies, Inc.
EIN
38-2888955
Plan number
001
Plan type
2
Location
Traverse City, MI
Latest filing year
2023
Participants
136
End-of-year plan assets
$14,575,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240919114816NAL0012578514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,575,982
Total liabilities (EOY)
$0
Net assets (EOY)
$14,575,982
Net assets (BOY)
$14,684,665

Income & contributions

Employer contributions
$392,815
Participant contributions
$845,414
Total contributions
$1,382,022
Total income / additions
$3,944,931

Expenses & distributions

Benefits paid
$4,010,232
Administrative expenses
$43,382
Total expenses
$4,053,614
Net increase / (decrease)
-$108,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$43,382not reported in the loaded dataset2023

Related Form 5500 pages