2023 Form 5500 filing — River Valley And Affiliates 403(B) Retirement Savings 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 20241010135149NAL0011533059001) for River Valley And Affiliates 403(B) Retirement Savings Plan, reported by Green River Regional Mental Health/Mental under EIN 61-0668290 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135149NAL0011533059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green River Regional Mental Health/Mental
- EIN
- 61-0668290
- Plan number
- 001
- Location
- Owensboro, KY
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,141,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,141,891
- Employer contributions
- $62,702
- Participant contributions
- $471,172
- Total income / additions
- $1,667,782
- Benefits paid
- $1,209,647
- Administrative expenses
- $50,349
- Total expenses
- $1,260,771
- Net increase / (decrease)
- $407,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,349 | $0 |
| Wells Fargo Advisors Fin Network | OTHER SERVICES | $0 | $25,968 |