Plan5500

Rent Express Retirement & Savings Plan — Form 5500 plan (Rent Express By Berrios, 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, Rent Express Retirement & Savings Plan is a benefit plan reported by Rent Express By Berrios, Inc. under EIN 66-0679566 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $467,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rent Express By Berrios, Inc.
EIN
66-0679566
Plan number
001
Plan type
2
Location
Cidra, PR
Latest filing year
2023
Participants
181
End-of-year plan assets
$467,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240729080841NAL0012318947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$467,385
Total liabilities (EOY)
$0
Net assets (EOY)
$467,385
Net assets (BOY)
$323,814

Income & contributions

Employer contributions
$22,234
Participant contributions
$110,560
Total contributions
$132,794
Total income / additions
$197,263

Expenses & distributions

Benefits paid
$42,766
Administrative expenses
$8,611
Total expenses
$53,692
Net increase / (decrease)
$143,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$7,441$02023
Independent Financial Group LLCINVESTMENT ADVISOR$1,820$02023
Empower Advisory Group, LLCINVESTMENT MNGT$25$02023

Related Form 5500 pages