2023 Form 5500 filing — Rivercap Holdings, LLC Cash Balance Pension 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 20251024095944NAL0004627824001) for Rivercap Holdings, LLC Cash Balance Pension Plan And Trust, reported by Rivercap Holdings, LLC under EIN 47-1706405 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251024095944NAL0004627824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rivercap Holdings, LLC
- EIN
- 47-1706405
- Plan number
- 002
- Location
- Rocky River, OH
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $699,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $699,955
- Total income / additions
- $122,097
- Benefits paid
- $137,153
- Administrative expenses
- $9,486
- Total expenses
- $146,698
- Net increase / (decrease)
- -$24,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | ADVISOR | $5,731 | not reported in the loaded dataset |
| Penchecks Trust Company | TRUST COMPANY | $3,755 | not reported in the loaded dataset |