2023 Form 5500 filing — Rfe/Rl, Inc. Us Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718135806NAL0003217219001) for Rfe/Rl, Inc. Us Retirement Savings Plan, reported by Rfe/Rl, Inc. under EIN 52-1068522 and plan number 002. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718135806NAL0003217219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfe/Rl, Inc.
- EIN
- 52-1068522
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,661,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,661,198
- Employer contributions
- $1,468,706
- Participant contributions
- $1,523,713
- Total income / additions
- $9,808,155
- Benefits paid
- $2,440,791
- Administrative expenses
- $141,877
- Total expenses
- $2,583,785
- Net increase / (decrease)
- $7,224,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $130,705 | $0 |
| Capfinancial Partners LLC Dba Cap | NONE | $72,295 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $25 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $0 | $0 |