2023 Form 5500 filing — Renfrow Brothers Inc. 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 20241212143601NAL0019344128001) for Renfrow Brothers Inc. 401(K) Plan, reported by Renfrow Brothers, Inc. under EIN 57-0970448 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212143601NAL0019344128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Renfrow Brothers, Inc.
- EIN
- 57-0970448
- Plan number
- 001
- Location
- Spartanburg, SC
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,685,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,685,478
- Employer contributions
- $482,840
- Participant contributions
- $701,423
- Total income / additions
- $1,926,480
- Benefits paid
- $106,920
- Administrative expenses
- $39,674
- Total expenses
- $181,645
- Net increase / (decrease)
- $1,744,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $36,153 | $0 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $0 | $12,818 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,739 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,691 | not reported in the loaded dataset |
| Stringer Resource Group | CONTRACT ADMIN | $1,170 | not reported in the loaded dataset |