Rr Group, Inc Employee'S Profit Sharing Plan — Form 5500 plan (Rr Group Retirement Plan)
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, Rr Group, Inc Employee'S Profit Sharing Plan is a benefit plan reported by Rr Group Retirement Plan under EIN 66-0240259 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $7,602,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rr Group Retirement Plan
- EIN
- 66-0240259
- Plan number
- 001
- Plan type
- 2
- Location
- Caguas, PR
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $7,602,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241015174826NAL0016991715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,602,936
- Total liabilities (EOY)
- $9,950
- Net assets (EOY)
- $7,592,986
- Net assets (BOY)
- $6,314,844
Income & contributions
- Employer contributions
- $319,152
- Participant contributions
- $529,261
- Total contributions
- $848,413
- Total income / additions
- $1,668,338
Expenses & distributions
- Benefits paid
- $323,933
- Administrative expenses
- $66,263
- Total expenses
- $390,196
- Net increase / (decrease)
- $1,278,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $66,538 | $0 | 2023 |
| Kovack Securities Inc | BROKER/ADVISORS | $0 | $31,562 | 2023 |
| Finanxial Investment Advisors Corp | CONTRACT ADMIN | $4,380 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $3,215 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rr Group Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Caguas, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Kovack Securities Inc — Schedule C compensation
- Finanxial Investment Advisors Corp — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation