2023 Form 5500 filing — Rizzieri Management Co., Inc. Employees' 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 20240927140055NAL0002188097001) for Rizzieri Management Co., Inc. Employees' 401(K) Plan, reported by Rizzieri Management Co., Inc. under EIN 22-3266937 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927140055NAL0002188097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rizzieri Management Co., Inc.
- EIN
- 22-3266937
- Plan number
- 001
- Location
- Mount Laurel, NJ
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,048,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,048,120
- Participant contributions
- $319,569
- Total income / additions
- $1,533,592
- Benefits paid
- $38,385
- Administrative expenses
- $25,438
- Total expenses
- $63,823
- Net increase / (decrease)
- $1,469,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fsc Securities Corp | BROKER OF RECORD | $0 | $27,334 |
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $25,438 | $0 |