Rise48 Group 401(K) Plan — Form 5500 plan (Rise48 Am, 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, Rise48 Group 401(K) Plan is a benefit plan reported by Rise48 Am, LLC under EIN 85-2412080 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $1,140,142 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,140,142
Participants159Covered participants reported
Assets / participant$7.2KComputed: assets ÷ participants$7,171 (computed)
Provider compensation$12K1 Schedule C provider row(s)$11,957
Plan sponsor
Rise48 Am, LLC
EIN
85-2412080
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    159 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$202.6K
Benefits paid / distributions$187.9K
Contributions
Employer$346.7K
Participant$607.6K
Full reported line items

Net assets

Total assets (EOY)
$1,140,142
Net assets (EOY)
$1,140,142
Net assets (BOY)
$222,078

Income & contributions

Employer contributions
$346,728
Participant contributions
$607,635
Total contributions
$1,012,367
Total income / additions
$1,120,712

Expenses & distributions

Benefits paid
$187,855
Administrative expenses
$13,795
Total expenses
$202,648
Net increase / (decrease)
$918,064
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $12K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Rise48 Group 401(K) Plan?
Rise48 Group 401(K) Plan is reported as sponsored by Rise48 Am, LLC (EIN 85-2412080, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rise48 Group 401(K) Plan?
The latest Form 5500 filing year loaded for Rise48 Group 401(K) Plan is 2023.
How many participants does Rise48 Group 401(K) Plan report?
Rise48 Group 401(K) Plan reports 159 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rise48 Group 401(K) Plan?
Rise48 Group 401(K) Plan reports $1,140,142 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages