Risk Strategies Prevailing Wage Retirement Program — Form 5500 plan (Plan Compliance Services, 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, Risk Strategies Prevailing Wage Retirement Program is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 027. The latest loaded filing year is 2023. The filing reports 941 participants and $11,406,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 027
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 941
- End-of-year plan assets
- $11,406,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H | 20260523110343NAL0003436433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,406,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,406,465
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $778,821
- Total contributions
- $778,821
- Total income / additions
- $1,131,435
Expenses & distributions
- Benefits paid
- $41,394
- Administrative expenses
- $2,627
- Total expenses
- $44,021
- Net increase / (decrease)
- $1,087,414
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.