Rxp Agency, LLC 401(K) Plan — Form 5500 plan (Rxp Agency, 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, Rxp Agency, LLC 401(K) Plan is a benefit plan reported by Rxp Agency, LLC under EIN 47-4743873 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $1,614,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rxp Agency, LLC
EIN
47-4743873
Plan number
001
Plan type
2
Location
New Albany, OH
Latest filing year
2023
Participants
212
End-of-year plan assets
$1,614,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241001125653NAL0007077873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,614,399
Total liabilities (EOY)
$0
Net assets (EOY)
$1,614,399
Net assets (BOY)
$832,929

Income & contributions

Employer contributions
$116,931
Participant contributions
$542,836
Total contributions
$862,696
Total income / additions
$1,077,891

Expenses & distributions

Benefits paid
$272,112
Administrative expenses
$24,309
Total expenses
$296,421
Net increase / (decrease)
$781,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$24,309$02023
Oppenheimer & CoINVESTMENT ADVISORY$0$7,6802023

Related Form 5500 pages