Secure Future Savings And Investing Plan — Form 5500 plan (River City Equipment Rental & Sales, 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, Secure Future Savings And Investing Plan is a benefit plan reported by River City Equipment Rental & Sales, Inc. under EIN 20-8799242 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $4,715,954 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.7MPlan net assets, end of year$4,715,954
Participants344Covered participants reported
Assets / participant$13.7KComputed: assets ÷ participants$13,709 (computed)
Provider compensation$36K2 Schedule C provider row(s)$36,042
- Plan sponsor
- River City Equipment Rental & Sales, Inc.
- EIN
- 20-8799242
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241014115017NAL0027194113004 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,715,954
- Net assets (EOY)
- $4,715,954
- Net assets (BOY)
- $1,610,637
Income & contributions
- Employer contributions
- $896,134
- Participant contributions
- $1,402,220
- Total contributions
- $3,097,238
- Total income / additions
- $3,533,568
Expenses & distributions
- Benefits paid
- $387,532
- Administrative expenses
- $35,899
- Total expenses
- $428,251
- Net increase / (decrease)
- $3,105,317
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $31,599 | $0 | 2023 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $4,300 | $143 | 2023 |