2023 Form 5500 filing — River Holding Company 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 20240830124859NAL0008383011001) for River Holding Company Retirement Plan, reported by River Holding Company under EIN 39-1856815 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830124859NAL0008383011001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- River Holding Company
- EIN
- 39-1856815
- Plan number
- 002
- Location
- La Crosse, WI
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,964,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,964,498
- Employer contributions
- $256,370
- Participant contributions
- $580,168
- Total income / additions
- $2,096,424
- Benefits paid
- $760,857
- Administrative expenses
- $32,099
- Total expenses
- $792,956
- Net increase / (decrease)
- $1,303,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | AMC-ASSET FEE | $17,959 | $434 |
| Cetera Investment Services LLC | ADVISORY FEE | $0 | $12,676 |
| Superiorusa | FEES | $0 | $1,030 |