Plan5500

Rl Livingston Inc. Employee Benefit Plan — Form 5500 plan (Rl Livingston 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, Rl Livingston Inc. Employee Benefit Plan is a benefit plan reported by Rl Livingston Inc. under EIN 25-1849582 and plan number 501. The latest loaded filing year is 2023. The filing reports 53 participants and $216,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rl Livingston Inc.
EIN
25-1849582
Plan number
501
Plan type
2
Location
Manchester, PA
Latest filing year
2023
Participants
53
End-of-year plan assets
$216,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202353I, C20250521091615NAL0002268883001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$216,497
Total liabilities (EOY)
$22,547
Net assets (EOY)
$193,950
Net assets (BOY)
$98,566

Income & contributions

Employer contributions
$517,824
Participant contributions
$0
Total income / additions
$531,237

Expenses & distributions

Benefits paid
$5,859
Administrative expenses
$3,222
Total expenses
$435,853
Net increase / (decrease)
$95,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn Mowery, LLCBROKER$15,036not reported in the loaded dataset2023
The Benecon GroupBROKER$10,153not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,222not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,282not reported in the loaded dataset2023
Young, Oakes, Brown & CoBROKER$13not reported in the loaded dataset2023

Related Form 5500 pages