2023 Form 5500 filing — Richsmith Development, LLC 401(K) Retirement 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 20241015151834NAL0016729907001) for Richsmith Development, LLC 401(K) Retirement Plan, reported by Richsmith Development, LLC under EIN 95-4894253 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151834NAL0016729907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richsmith Development, LLC
- EIN
- 95-4894253
- Plan number
- 001
- Location
- North Little Rock, AR
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,589,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,589,629
- Employer contributions
- $115,404
- Participant contributions
- $293,739
- Total income / additions
- $1,267,434
- Benefits paid
- $141,120
- Administrative expenses
- $38,761
- Total expenses
- $190,460
- Net increase / (decrease)
- $1,076,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $18,814 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,271 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,611 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $966 | not reported in the loaded dataset |
| Avantax Investment Services Inc Dba | INVESTMENT ADVISOR | $99 | not reported in the loaded dataset |