Riverhead Building Supply Corp 401(K) Plan For Union Employees — Form 5500 plan (Riverhead Building Supply Corp.)

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, Riverhead Building Supply Corp 401(K) Plan For Union Employees is a benefit plan reported by Riverhead Building Supply Corp. under EIN 11-2238519 and plan number 003. The latest loaded filing year is 2023. The filing reports 243 participants and $16,877,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riverhead Building Supply Corp.
EIN
11-2238519
Plan number
003
Plan type
2
Location
Calverton, NY
Latest filing year
2023
Participants
243
End-of-year plan assets
$16,877,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241014080601NAL0012996803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,877,077
Total liabilities (EOY)
$0
Net assets (EOY)
$16,877,077
Net assets (BOY)
$16,011,678

Income & contributions

Employer contributions
$144,710
Participant contributions
$843,791
Total contributions
$1,005,525
Total income / additions
$3,360,744

Expenses & distributions

Benefits paid
$2,389,394
Administrative expenses
$78,752
Total expenses
$2,495,345
Net increase / (decrease)
$865,399

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$22,518not reported in the loaded dataset2023
Sheehan Company Cpa PcAUDITOR$21,500not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$19,668$02023
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$15,066not reported in the loaded dataset2023

Related Form 5500 pages