2023 Form 5500 filing — Rfh Holdings 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 20241011023551NAL0022040657001) for Rfh Holdings 401(K) Plan, reported by Richey Family Holdings, LLC under EIN 84-3111227 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011023551NAL0022040657001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Richey Family Holdings, LLC
- EIN
- 84-3111227
- Plan number
- 001
- Location
- Stafford, TX
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,296,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,296,716
- Employer contributions
- $57,231
- Participant contributions
- $226,454
- Total income / additions
- $805,943
- Benefits paid
- $1,527,997
- Administrative expenses
- $31,718
- Total expenses
- $1,559,715
- Net increase / (decrease)
- -$753,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $27,073 | $2,485 |
| Ameriprise Financial Services | ADVISOR | $0 | $7,669 |
| Alliance Benefit Group | TPA | $2,558 | $2,313 |