Rfc Logo Retirement Income Plan — Form 5500 plan (Rfc Logo, 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, Rfc Logo Retirement Income Plan is a benefit plan reported by Rfc Logo, Inc. under EIN 43-1901689 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $8,638,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rfc Logo, Inc.
EIN
43-1901689
Plan number
002
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
178
End-of-year plan assets
$8,638,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20250512120703NAL0012657731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,638,299
Total liabilities (EOY)
$0
Net assets (EOY)
$8,638,299
Net assets (BOY)
$8,164,106

Income & contributions

Employer contributions
$819,691
Total contributions
$819,691
Total income / additions
$1,561,069

Expenses & distributions

Benefits paid
$865,940
Administrative expenses
$220,936
Total expenses
$1,086,876
Net increase / (decrease)
$474,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
City National RochdaleINV. ADVISORY$25,975not reported in the loaded dataset2023
SevenbridgeNONE$25,539not reported in the loaded dataset2023
American TrustNONE$23,700not reported in the loaded dataset2023

Related Form 5500 pages