Rfs Technologies Inc. Savings Plan — Form 5500 plan (Rfs Technologies Inc.)
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, Rfs Technologies Inc. Savings Plan is a benefit plan reported by Rfs Technologies Inc. under EIN 13-3379797 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $27,928,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rfs Technologies Inc.
- EIN
- 13-3379797
- Plan number
- 001
- Plan type
- 2
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $27,928,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241014081259NAL0014633731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,928,867
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $27,928,785
- Net assets (BOY)
- $24,764,859
Income & contributions
- Employer contributions
- $578,459
- Participant contributions
- $922,629
- Total contributions
- $1,588,647
- Total income / additions
- $5,927,476
Expenses & distributions
- Benefits paid
- $2,704,290
- Administrative expenses
- $48,554
- Total expenses
- $2,763,550
- Net increase / (decrease)
- $3,163,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,941 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,613 | not reported in the loaded dataset | 2023 |