Plan5500

Survitec Group Na 401(K) Savings Plan — Form 5500 plan (Rfd Beaufort, 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, Survitec Group Na 401(K) Savings Plan is a benefit plan reported by Rfd Beaufort, Inc. under EIN 22-3443636 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rfd Beaufort, Inc.
EIN
22-3443636
Plan number
001
Plan type
2
Location
Sharon Center, OH
Latest filing year
2023
Participants
407
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20250627101434NAL0005449187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,491,764

Income & contributions

Employer contributions
$71,755
Participant contributions
$78,988
Total contributions
$150,743
Total income / additions
$590,529

Expenses & distributions

Benefits paid
$167,517
Administrative expenses
$28,090
Total expenses
$195,607
Net increase / (decrease)
$394,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annutiy Inssurance CoRECORDKEEPER$21,446$02023
Marcum Wealth LLCINVESTMENT ADVISOR$6,644not reported in the loaded dataset2023

Related Form 5500 pages