Richmond Area Multi-Services, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Richmond Area Multi-Services, 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, Richmond Area Multi-Services, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Richmond Area Multi-Services, Inc. under EIN 23-7389436 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $5,426,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richmond Area Multi-Services, Inc.
- EIN
- 23-7389436
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $5,426,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20241011125111NAL0044343618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,426,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,426,500
- Net assets (BOY)
- $3,351,830
Income & contributions
- Employer contributions
- $206,171
- Participant contributions
- $1,418,811
- Total contributions
- $1,737,402
- Total income / additions
- $2,433,010
Expenses & distributions
- Benefits paid
- $294,783
- Administrative expenses
- $41,737
- Total expenses
- $358,340
- Net increase / (decrease)
- $2,074,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,503 | $0 | 2023 |
| Miracle Mile Advisors LLC | INVESTMENT ADVISOR | $17,360 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richmond Area Multi-Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Miracle Mile Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation