Revinate LLC 401(K) Retirement Plan — Form 5500 plan (Revinate 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, Revinate LLC 401(K) Retirement Plan is a benefit plan reported by Revinate LLC under EIN 27-4399609 and plan number 002. The latest loaded filing year is 2023. The filing reports 551 participants and $18,737,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Revinate LLC
- EIN
- 27-4399609
- Plan number
- 002
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 551
- End-of-year plan assets
- $18,737,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 551 | H, C | 20240806115022NAL0001348867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,737,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,737,595
- Net assets (BOY)
- $14,928,889
Income & contributions
- Employer contributions
- $615,281
- Participant contributions
- $1,930,615
- Total contributions
- $2,719,918
- Total income / additions
- $5,573,639
Expenses & distributions
- Benefits paid
- $1,710,362
- Administrative expenses
- $54,571
- Total expenses
- $1,764,933
- Net increase / (decrease)
- $3,808,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $34,281 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $10,510 | $0 | 2023 |
| Raymond James Financial Services In | NONE | $9,780 | not reported in the loaded dataset | 2023 |