| Plan Name | BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RELIANCE MANAGEMENT, LLC |
| Employer identification number (EIN): | 860725001 |
| NAIC Classification: | 531310 |
Additional information about RELIANCE MANAGEMENT, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2000-05-25 |
| Company Identification Number: | L00000006052 |
| Legal Registered Office Address: |
12633 CHALLENGER PKWY ORLANDO 32826 |
More information about RELIANCE MANAGEMENT, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | STEVEN STOUT | 2024-08-20 | ||
| 003 | 2022-01-01 | STEVEN STOUT | 2023-07-24 | ||
| 003 | 2021-01-01 | STEVEN STOUT | 2022-07-26 | ||
| 003 | 2020-01-01 | STEVEN STOUT | 2021-07-22 | ||
| 003 | 2019-01-01 | STEVEN STOUT | 2020-07-24 | ||
| 003 | 2018-01-01 | STEVEN STOUT | 2019-07-25 | ||
| 003 | 2017-01-01 | SPENCER BARCLAY | 2018-10-15 | ||
| 003 | 2016-01-01 | SPENCER BARCLAY | 2017-07-28 | ||
| 003 | 2015-01-01 | SPENCER BARCLAY | 2016-07-25 | ||
| 003 | 2014-11-01 | SPENCER BARCLAY | 2015-08-24 |
| Measure | Date | Value |
|---|---|---|
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 576 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 100 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 133218 |
| Net assets as of the end of the plan year | 2024-08-20 | 670954 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 652551 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 50708 |
| Value of participant loans at end of plan year | 2024-08-20 | 33693 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 100437 |
| Plan net income in this plan year | 2024-08-20 | 17927 |
| Net assets as of the end of the plan year | 2024-08-20 | 670378 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 652451 |
| Employer contributions to plan in this plan year | 2024-08-20 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 6341 |