Riverview 401(K) Plan — Form 5500 plan (Riverview, Llp)
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, Riverview 401(K) Plan is a benefit plan reported by Riverview, Llp under EIN 26-3084208 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,252 participants and $45,160,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverview, Llp
- EIN
- 26-3084208
- Plan number
- 001
- Plan type
- 2
- Location
- Morris, MN
- Latest filing year
- 2023
- Participants
- 1,252
- End-of-year plan assets
- $45,160,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,252 | H, C | 20240726052134NAL0025820752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,160,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,160,370
- Net assets (BOY)
- $34,139,734
Income & contributions
- Employer contributions
- $3,207,666
- Participant contributions
- $4,294,814
- Total contributions
- $7,502,480
- Total income / additions
- $13,762,851
Expenses & distributions
- Benefits paid
- $2,633,595
- Administrative expenses
- $108,620
- Total expenses
- $2,742,215
- Net increase / (decrease)
- $11,020,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $72,504 | $0 | 2023 |
| Gateway Wealth Partners | INVESTMENT/FINANCIAL ADVI | $28,915 | $0 | 2023 |
| Oneascent Financial Services LLC | INVESTMENT/FINANCIAL ADVI | $6,783 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverview, Llp
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Morris, MN
- Adp, Inc. — Schedule C compensation
- Gateway Wealth Partners — Schedule C compensation
- Oneascent Financial Services LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation