2023 Form 5500 filing — Revinate LLC 401(K) Retirement 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 20240806115022NAL0001348867001) for Revinate LLC 401(K) Retirement Plan, reported by Revinate LLC under EIN 27-4399609 and plan number 002. It reports 551 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806115022NAL0001348867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Revinate LLC
- EIN
- 27-4399609
- Plan number
- 002
- Location
- Bend, OR
- Participants
- 551
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,737,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,737,595
- Employer contributions
- $615,281
- Participant contributions
- $1,930,615
- Total income / additions
- $5,573,639
- Benefits paid
- $1,710,362
- Administrative expenses
- $54,571
- Total expenses
- $1,764,933
- Net increase / (decrease)
- $3,808,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $34,281 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $10,510 | $0 |
| Raymond James Financial Services In | NONE | $9,780 | not reported in the loaded dataset |