Rwa Wealth Partners, LLC 401(K) Plan — Form 5500 plan (Rwa Wealth Partners, 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, Rwa Wealth Partners, LLC 401(K) Plan is a benefit plan reported by Rwa Wealth Partners, LLC under EIN 27-4946566 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $43,535,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rwa Wealth Partners, LLC
- EIN
- 27-4946566
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $43,535,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | I | 20240830081853NAL0008238179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $43,535,728
- Total liabilities (EOY)
- $24
- Net assets (EOY)
- $43,535,704
- Net assets (BOY)
- $32,245,202
Income & contributions
- Employer contributions
- $484,376
- Participant contributions
- $1,490,762
- Total income / additions
- $15,426,366
Expenses & distributions
- Benefits paid
- $4,134,145
- Administrative expenses
- $1,719
- Total expenses
- $4,135,864
- Net increase / (decrease)
- $11,290,502
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.