River City Mortgage, LLC 401(K) P/S Plan — Form 5500 plan (River City Mortgage, LLC)

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, River City Mortgage, LLC 401(K) P/S Plan is a benefit plan reported by River City Mortgage, LLC under EIN 26-3749357 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $1,829,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
River City Mortgage, LLC
EIN
26-3749357
Plan number
001
Plan type
2
Location
Blue Ash, OH
Latest filing year
2023
Participants
223
End-of-year plan assets
$1,829,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241010143857NAL0020350129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,829,132
Total liabilities (EOY)
$0
Net assets (EOY)
$1,829,132
Net assets (BOY)
$1,603,949

Income & contributions

Participant contributions
$197,247
Total contributions
$197,247
Total income / additions
$531,175

Expenses & distributions

Benefits paid
$280,190
Administrative expenses
$25,802
Total expenses
$305,992
Net increase / (decrease)
$225,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaiTPA$11,646not reported in the loaded dataset2023
Wells Fargo Advisors.INVESTMENT ADVISOR$9,190not reported in the loaded dataset2023
Ascensus LLCNONE$3,337$02023
Pai TrustNONE$858not reported in the loaded dataset2023

Related Form 5500 pages