Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust — Form 5500 plan (Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A)
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, Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A. Employees' Savings Trust is a benefit plan reported by Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A under EIN 59-1759654 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $39,194,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A
- EIN
- 59-1759654
- Plan number
- 002
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20250207140720NAL0013905137001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $39,194,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,194,452
- Net assets (BOY)
- $33,825,850
Income & contributions
- Employer contributions
- $384,147
- Participant contributions
- $1,263,737
- Total contributions
- $1,647,884
- Total income / additions
- $8,103,837
Expenses & distributions
- Benefits paid
- $2,604,780
- Administrative expenses
- $130,455
- Total expenses
- $2,735,235
- Net increase / (decrease)
- $5,368,602
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $83,397 | $0 | 2023 |
| Pnc Bank Na | INVESTMENT ADVISOR | $15,851 | not reported in the loaded dataset | 2023 |
| Rehmann LLC Dba Rehmann Financial G | AUDITOR | $14,997 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $10,059 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.A
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Rehmann LLC Dba Rehmann Financial G — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation