Daniel Rp Management, LLC 401(K) Plan — Form 5500 plan (Daniel Rp Management, LLC)
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, Daniel Rp Management, LLC 401(K) Plan is a benefit plan reported by Daniel Rp Management, LLC under EIN 45-5473308 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $24,194,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel Rp Management, LLC
- EIN
- 45-5473308
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, GA
- Latest filing year
- 2023
- Participants
- 813
- End-of-year plan assets
- $24,194,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 813 | H, C | 20240828125850NAL0012157057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,194,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,194,429
- Net assets (BOY)
- $19,814,215
Income & contributions
- Employer contributions
- $1,025,347
- Participant contributions
- $1,696,690
- Total contributions
- $2,754,599
- Total income / additions
- $6,306,907
Expenses & distributions
- Benefits paid
- $1,824,677
- Administrative expenses
- $98,765
- Total expenses
- $1,926,693
- Net increase / (decrease)
- $4,380,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | INVESTMENT ADVISORY | $41,706 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $40,621 | not reported in the loaded dataset | 2023 |
| Precison Plan Administration | SERVICE PROVIDER | $11,450 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $7,462 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daniel Rp Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Greensboro, GA
- Empower Annuity Insurance Co — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Precison Plan Administration — Schedule C compensation
- Empower Advisory Group — Schedule C compensation