River Holding Company Retirement Plan — Form 5500 plan (River Holding Company)
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 Holding Company Retirement Plan is a benefit plan reported by River Holding Company under EIN 39-1856815 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $8,964,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Holding Company
- EIN
- 39-1856815
- Plan number
- 002
- Plan type
- 3
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $8,964,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240830124859NAL0008383011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,964,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,964,498
- Net assets (BOY)
- $7,661,030
Income & contributions
- Employer contributions
- $256,370
- Participant contributions
- $580,168
- Total contributions
- $846,952
- Total income / additions
- $2,096,424
Expenses & distributions
- Benefits paid
- $760,857
- Administrative expenses
- $32,099
- Total expenses
- $792,956
- Net increase / (decrease)
- $1,303,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | AMC-ASSET FEE | $17,959 | $434 | 2023 |
| Cetera Investment Services LLC | ADVISORY FEE | $0 | $12,676 | 2023 |
| Superiorusa | FEES | $0 | $1,030 | 2023 |