RETIREMENT BENEFITS GROUP TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT BENEFITS GROUP TRUST
| Measure | Date | Value |
|---|
| 2022 : RETIREMENT BENEFITS GROUP TRUST 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-12-31 | $867,353 |
| Total income from all sources (including contributions) | 2022-12-31 | $3,108,166 |
| Total of all expenses incurred | 2022-12-31 | $12,936,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,639,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,697,866 |
| Value of total assets at end of year | 2022-12-31 | $37,002,807 |
| Value of total assets at beginning of year | 2022-12-31 | $47,698,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $297,757 |
| Contributions received from participants | 2022-12-31 | $4,100,429 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,146,423 |
| Other income not declared elsewhere | 2022-12-31 | $5 |
| Administrative expenses (other) incurred | 2022-12-31 | $297,757 |
| Value of net income/loss | 2022-12-31 | $-9,828,591 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $37,002,807 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,698,751 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,002,807 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $47,698,751 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,589,705 |
| Contributions received in cash from employer | 2022-12-31 | $2,451,014 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,639,000 |
| 2021 : RETIREMENT BENEFITS GROUP TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $436,291 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $436,291 |
| Total transfer of assets to this plan | 2021-12-31 | $43,827,469 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,469,450 |
| Total of all expenses incurred | 2021-12-31 | $2,598,168 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,592,748 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,437,945 |
| Value of total assets at end of year | 2021-12-31 | $47,698,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,420 |
| Total interest from all sources | 2021-12-31 | $4,819 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $408,727 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $408,727 |
| Contributions received from participants | 2021-12-31 | $508,750 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,632,098 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,420 |
| Value of net income/loss | 2021-12-31 | $3,871,282 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,698,751 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $47,698,751 |
| Interest on participant loans | 2021-12-31 | $4,819 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,181,668 |
| Contributions received in cash from employer | 2021-12-31 | $297,097 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,592,748 |
