| Plan Name | RETIREMENT BENEFIT SOLUTIONS, LLC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | RETIREMENT BENEFIT SOLUTIONS, LLC |
| Employer identification number (EIN): | 541953648 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about RETIREMENT BENEFIT SOLUTIONS, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2004-07-21 |
| Company Identification Number: | L04000054204 |
| Legal Registered Office Address: |
1597 ROCKDALE LOOP HEATHROW 32746 |
More information about RETIREMENT BENEFIT SOLUTIONS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | PATRICIA CURTIS | 2024-06-10 | ||
| 002 | 2022-01-01 | PATRICIA CURTIS | 2023-06-14 | ||
| 002 | 2021-01-01 | PATRICIA CURTIS | 2022-07-19 | ||
| 002 | 2020-01-01 | PATRICIA CURTIS | 2021-06-01 | ||
| 002 | 2019-01-01 | PATRICIA CURTIS | 2020-07-09 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RETIREMENT BENEFIT SOLUTIONS, LLC CASH BALANCE PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-02-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-24 | 606633 |
| Net assets as of the end of the plan year | 2025-02-24 | 0 |
| Total assets as of the beginning of the plan year | 2025-02-24 | 585072 |
| Value of plan covered by a fidelity bond | 2025-02-24 | 310000 |
| Other income to plan in this plan year | 2025-02-24 | 21561 |
| Plan net income in this plan year | 2025-02-24 | -585072 |
| Net assets as of the end of the plan year | 2025-02-24 | 0 |
| Net assets as of the beginning of the plan year | 2025-02-24 | 585072 |
| Employer contributions to plan in this plan year | 2025-02-24 | 0 |
| 2024 : RETIREMENT BENEFIT SOLUTIONS, LLC CASH BALANCE PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-11 | 0 |
| Net assets as of the end of the plan year | 2024-06-11 | 585072 |
| Total assets as of the beginning of the plan year | 2024-06-11 | 416783 |
| Value of plan covered by a fidelity bond | 2024-06-11 | 310000 |
| Participant contributions to plan in this plan year | 2024-06-11 | 0 |
| Other contributions to plan in this plan year | 2024-06-11 | 0 |
| Other income to plan in this plan year | 2024-06-11 | 43289 |
| Plan net income in this plan year | 2024-06-11 | 168289 |
| Net assets as of the end of the plan year | 2024-06-11 | 585072 |
| Net assets as of the beginning of the plan year | 2024-06-11 | 416783 |
| Employer contributions to plan in this plan year | 2024-06-11 | 125000 |
| 2022 : RETIREMENT BENEFIT SOLUTIONS, LLC CASH BALANCE PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-19 | 0 |
| Net assets as of the end of the plan year | 2022-07-19 | 347215 |
| Total assets as of the beginning of the plan year | 2022-07-19 | 228296 |
| Value of plan covered by a fidelity bond | 2022-07-19 | 250000 |
| Other income to plan in this plan year | 2022-07-19 | 18919 |
| Plan net income in this plan year | 2022-07-19 | 118919 |
| Net assets as of the end of the plan year | 2022-07-19 | 347215 |
| Net assets as of the beginning of the plan year | 2022-07-19 | 228296 |
| Employer contributions to plan in this plan year | 2022-07-19 | 100000 |