2023 Form 5500 filing — Royston, Rayzor, Vickery & Williams Savings Plan For Partners And Staff
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 20250131113318NAL0003863520001) for Royston, Rayzor, Vickery & Williams Savings Plan For Partners And Staff, reported by Royston, Rayzor, Vickery & Williams, Llp under EIN 74-1196579 and plan number 003. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131113318NAL0003863520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royston, Rayzor, Vickery & Williams, Llp
- EIN
- 74-1196579
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,690,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,690,073
- Employer contributions
- $575,984
- Participant contributions
- $411,076
- Total income / additions
- $4,089,916
- Benefits paid
- $4,942,922
- Administrative expenses
- $57,908
- Total expenses
- $5,000,830
- Net increase / (decrease)
- -$910,914
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $27,975 | $0 |
| M.E. Allison & Co., Inc. | INVESTMENT ADVISOR | $18,349 | not reported in the loaded dataset |
| Frost Bank | NONE | $11,585 | not reported in the loaded dataset |
| Mscs Fin Services Div Of Broadridge | NONE | $0 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |