2023 Form 5500 filing — The Riverwoods Group 403(B) 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 20240725131724NAL0009272547001) for The Riverwoods Group 403(B) Plan, reported by The Riverwoods Group under EIN 45-1450956 and plan number 001. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725131724NAL0009272547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Riverwoods Group
- EIN
- 45-1450956
- Plan number
- 001
- Location
- Exeter, NH
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,485,910
- Net assets (EOY)
- $20,485,910
- Employer contributions
- $449,275
- Participant contributions
- $1,586,371
- Total income / additions
- $4,832,687
- Benefits paid
- $1,484,851
- Administrative expenses
- $185,148
- Total expenses
- $1,669,999
- Net increase / (decrease)
- $3,162,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $89,285 | $3,283 |
| Lpl Financial LLC-Rpcp | not reported in the loaded dataset | $65,592 | not reported in the loaded dataset |
| The Pension Service | not reported in the loaded dataset | $26,560 | not reported in the loaded dataset |