2023 Form 5500 filing — Ritewood Inc 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 20241007185906NAL0007869971001) for Ritewood Inc Retirement Plan, reported by Ritewood Inc under EIN 82-0291851 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007185906NAL0007869971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ritewood Inc
- EIN
- 82-0291851
- Plan number
- 002
- Location
- Franklin, ID
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,094,974
- Total liabilities (EOY)
- $31,361
- Net assets (EOY)
- $17,063,613
- Employer contributions
- $368,419
- Total income / additions
- $3,088,526
- Benefits paid
- $627,288
- Administrative expenses
- $99,153
- Total expenses
- $726,441
- Net increase / (decrease)
- $2,362,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $38,495 | not reported in the loaded dataset |
| Jones Simkins LLC | AUDIT/TAX SERVICES | $27,285 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $24,851 | not reported in the loaded dataset |