2023 Form 5500 filing — Redwood Living, Inc. 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 20241008182104NAL0008649219001) for Redwood Living, Inc. 401(K) Plan, reported by Redwood Living, Inc. under EIN 34-1656873 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182104NAL0008649219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Redwood Living, Inc.
- EIN
- 34-1656873
- Plan number
- 001
- Location
- Independence, OH
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,085,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,085,440
- Employer contributions
- $1,311,130
- Participant contributions
- $2,243,022
- Total income / additions
- $6,282,711
- Benefits paid
- $1,089,128
- Administrative expenses
- $60,123
- Total expenses
- $1,149,251
- Net increase / (decrease)
- $5,133,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Service | SERVICE PROVIDER | $38,073 | $18,052 |
| Cbiz Benefits And Insurance Serv | THIRD PARTY ADMINISTRATO | $0 | $7,842 |