2023 Form 5500 filing — Riverhead Building Supply Corp 401(K) Plan For Union Employees

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 20241014080601NAL0012996803001) for Riverhead Building Supply Corp 401(K) Plan For Union Employees, reported by Riverhead Building Supply Corp. under EIN 11-2238519 and plan number 003. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014080601NAL0012996803001
Filing year
2023
Form type
2
Plan sponsor
Riverhead Building Supply Corp.
EIN
11-2238519
Plan number
003
Location
Calverton, NY
Participants
243
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,877,077
Total liabilities (EOY)
$0
Net assets (EOY)
$16,877,077
Employer contributions
$144,710
Participant contributions
$843,791
Total income / additions
$3,360,744
Benefits paid
$2,389,394
Administrative expenses
$78,752
Total expenses
$2,495,345
Net increase / (decrease)
$865,399
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncINVESTMENT ADVISOR$22,518not reported in the loaded dataset
Sheehan Company Cpa PcAUDITOR$21,500not reported in the loaded dataset
Empower Life & Annuity Insurance CoRECORDKEEPER$19,668$0
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$15,066not reported in the loaded dataset

Related Form 5500 pages