2023 Form 5500 filing — River Birch LLC 401(K) Profit Sharing Plan & Trust
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 20241012085911NAL0041281808001) for River Birch LLC 401(K) Profit Sharing Plan & Trust, reported by River Birch LLC under EIN 72-1217525 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012085911NAL0041281808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- River Birch LLC
- EIN
- 72-1217525
- Plan number
- 001
- Location
- Harvey, LA
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,253,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,253,916
- Employer contributions
- $442,255
- Participant contributions
- $713,080
- Total income / additions
- $2,128,721
- Benefits paid
- $938,865
- Administrative expenses
- $26,887
- Total expenses
- $970,611
- Net increase / (decrease)
- $1,158,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs - Retirement Plan Consulting | ADVISOR | $15,081 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $10,718 | not reported in the loaded dataset |