Rite Of Passage, Inc. 401k Plan — Form 5500 plan (Rite Of Passage, 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, Rite Of Passage, Inc. 401k Plan is a benefit plan reported by Rite Of Passage, Inc. under EIN 88-0235002 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,326 participants and $31,289,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rite Of Passage, Inc.
- EIN
- 88-0235002
- Plan number
- 002
- Plan type
- 2
- Location
- Minden, NV
- Latest filing year
- 2023
- Participants
- 1,326
- End-of-year plan assets
- $31,289,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,326 | H, C | 20240816093728NAL0030084818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,289,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,289,491
- Net assets (BOY)
- $27,255,676
Income & contributions
- Employer contributions
- $1,634,324
- Participant contributions
- $2,028,400
- Total contributions
- $3,873,965
- Total income / additions
- $7,665,897
Expenses & distributions
- Benefits paid
- $3,573,898
- Administrative expenses
- $58,184
- Total expenses
- $3,632,082
- Net increase / (decrease)
- $4,033,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $143,951 | $0 | 2023 |
| Lincoln Investment Planning | INVESTMENT MANAGER | $84,345 | not reported in the loaded dataset | 2023 |
| Norton Retirement Services, Inc. | TPA | $38,395 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $14,302 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rite Of Passage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Minden, NV
- Nationwide — Schedule C compensation
- Lincoln Investment Planning — Schedule C compensation
- Norton Retirement Services, Inc. — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation