Resource Innovations, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Resource Innovations, 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, Resource Innovations, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Resource Innovations, Inc. under EIN 94-3342927 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $78,288,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resource Innovations, Inc.
- EIN
- 94-3342927
- Plan number
- 001
- Plan type
- 2
- Location
- Half Moon Bay, CA
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $78,288,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20241015192153NAL0015312035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,288,808
- Net assets (EOY)
- $78,288,808
- Net assets (BOY)
- $63,372,784
Income & contributions
- Employer contributions
- $1,350,550
- Participant contributions
- $5,287,463
- Total contributions
- $8,466,089
- Total income / additions
- $19,688,370
Expenses & distributions
- Benefits paid
- $4,746,813
- Administrative expenses
- $22,587
- Total expenses
- $4,772,346
- Net increase / (decrease)
- $14,916,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $14,985 | not reported in the loaded dataset | 2023 |
| Rubinbrown Advisors LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $780 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resource Innovations, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Half Moon Bay, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Rubinbrown Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation