2023 Form 5500 filing — Rivercap Holdings, LLC 401(K) Profit Sharing Plan And 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 20251014135113NAL0004146800001) for Rivercap Holdings, LLC 401(K) Profit Sharing Plan And Trust, reported by Rivercap Holdings, LLC under EIN 47-1706405 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014135113NAL0004146800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rivercap Holdings, LLC
- EIN
- 47-1706405
- Plan number
- 001
- Location
- Rocky River, OH
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,130,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,130,180
- Employer contributions
- $0
- Participant contributions
- $111,181
- Total income / additions
- $378,871
- Benefits paid
- $241,029
- Administrative expenses
- $61,124
- Total expenses
- $302,153
- Net increase / (decrease)
- $76,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $28,675 | $0 |
| Hobe & Lucas Certified Accountants | PLAN AUDITOR | $12,000 | $0 |
| Raymond James Financial Services | FINANCIAL ADVISOR | $11,862 | $0 |
| American Funds | RECORDKEEPER | $8,678 | $0 |