2023 Form 5500 filing — Riviera Golf & Tennis, Inc. 401k Plan And Trust
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 20240912110500NAL0014020512001) for Riviera Golf & Tennis, Inc. 401k Plan And Trust, reported by Riviera Golf & Tennis, Inc under EIN 95-4853172 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912110500NAL0014020512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riviera Golf & Tennis, Inc
- EIN
- 95-4853172
- Plan number
- 001
- Location
- Pacific Palisades, CA
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,425,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,425,618
- Employer contributions
- $260,827
- Participant contributions
- $416,140
- Total income / additions
- $2,014,215
- Benefits paid
- $1,367,923
- Administrative expenses
- $50,938
- Total expenses
- $1,420,569
- Net increase / (decrease)
- $593,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $20,965 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,255 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,718 | $0 |