Plan5500

Relatient 401(K) Plan — Form 5500 plan (Relatient, 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, Relatient 401(K) Plan is a benefit plan reported by Relatient, Inc. under EIN 45-5445868 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $6,365,175 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Relatient, Inc.
EIN
45-5445868
Plan number
001
Plan type
2
Location
Forest Park, GA
Latest filing year
2023
Participants
262
End-of-year plan assets
$6,365,175

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241008161901NAL0008566483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,365,175
Total liabilities (EOY)
$0
Net assets (EOY)
$6,365,175
Net assets (BOY)
$4,576,374

Income & contributions

Employer contributions
$422,470
Participant contributions
$1,189,193
Total contributions
$2,013,055
Total income / additions
$2,997,302

Expenses & distributions

Benefits paid
$1,128,426
Administrative expenses
$74,207
Total expenses
$1,208,501
Net increase / (decrease)
$1,788,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupRIA$28,048not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$2,500$02023

Related Form 5500 pages