2023 Form 5500 filing — Four Rivers Combined 401(K) 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 20240912073404NAL0018278674001) for Four Rivers Combined 401(K) Plan, reported by Western Kentucky Regional Mental Health Mental Retardation Advisory under EIN 61-0659633 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912073404NAL0018278674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Kentucky Regional Mental Health Mental Retardation Advisory
- EIN
- 61-0659633
- Plan number
- 001
- Location
- Paducah, KY
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,178,941
- Net assets (EOY)
- $4,178,941
- Employer contributions
- $115,090
- Participant contributions
- $251,015
- Total income / additions
- $1,032,915
- Benefits paid
- $370,838
- Administrative expenses
- $51,306
- Total expenses
- $422,144
- Net increase / (decrease)
- $610,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions L | RECORDKEEPER | $23,238 | $0 |
| Blue & Company LLC | AUDIT | $10,250 | $0 |
| Argi Investment Services LLC | INVESTMENT ADVISORY-PLAN | $8,304 | $0 |
| Anew 401k Tpa LLC | TPA | $4,666 | $203 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $4,848 | $0 |