Refrigiwear, LLC Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Refrigiwear, LLC)
Plain-English plan 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, Refrigiwear, LLC Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Refrigiwear, LLC under EIN 11-2010909 and plan number 003. The latest loaded filing year is 2023. The filing reports 185 participants and $6,737,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refrigiwear, LLC
- EIN
- 11-2010909
- Plan number
- 003
- Plan type
- 2
- Location
- Dahlonega, GA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $6,737,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241011061427NAL0010651219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,737,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,737,071
- Net assets (BOY)
- $6,583,611
Income & contributions
- Employer contributions
- $347,654
- Participant contributions
- $673,558
- Total contributions
- $1,036,350
- Total income / additions
- $2,232,618
Expenses & distributions
- Benefits paid
- $2,030,904
- Administrative expenses
- $43,653
- Total expenses
- $2,079,158
- Net increase / (decrease)
- $153,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,995 | $0 | 2023 |
| Regions Financial Corporation | OTHER | $13,313 | not reported in the loaded dataset | 2023 |
| Windham Brannon, P.C. | AUDITOR | $8,995 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refrigiwear, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Dahlonega, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Regions Financial Corporation — Schedule C compensation
- Windham Brannon, P.C. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation