Redwood Living, Inc. 401(K) Plan — Form 5500 plan (Redwood Living, 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, Redwood Living, Inc. 401(K) Plan is a benefit plan reported by Redwood Living, Inc. under EIN 34-1656873 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $17,085,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Redwood Living, Inc.
EIN
34-1656873
Plan number
001
Plan type
2
Location
Independence, OH
Latest filing year
2023
Participants
697
End-of-year plan assets
$17,085,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023697H, C20241008182104NAL0008649219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,085,440
Total liabilities (EOY)
$0
Net assets (EOY)
$17,085,440
Net assets (BOY)
$11,951,980

Income & contributions

Employer contributions
$1,311,130
Participant contributions
$2,243,022
Total contributions
$3,781,942
Total income / additions
$6,282,711

Expenses & distributions

Benefits paid
$1,089,128
Administrative expenses
$60,123
Total expenses
$1,149,251
Net increase / (decrease)
$5,133,460

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceSERVICE PROVIDER$38,073$18,0522023
Cbiz Benefits And Insurance ServTHIRD PARTY ADMINISTRATO$0$7,8422023

Related Form 5500 pages