Plan5500

The Riverwoods Group 403(B) Plan — Form 5500 plan (The Riverwoods Group)

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, The Riverwoods Group 403(B) Plan is a benefit plan reported by The Riverwoods Group under EIN 45-1450956 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,093 participants and $20,485,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Riverwoods Group
EIN
45-1450956
Plan number
001
Plan type
2
Location
Exeter, NH
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$20,485,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20240725131724NAL0009272547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,485,910
Net assets (EOY)
$20,485,910
Net assets (BOY)
$17,323,222

Income & contributions

Employer contributions
$449,275
Participant contributions
$1,586,371
Total contributions
$2,216,948
Total income / additions
$4,832,687

Expenses & distributions

Benefits paid
$1,484,851
Administrative expenses
$185,148
Total expenses
$1,669,999
Net increase / (decrease)
$3,162,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwidenot reported in the loaded dataset$89,285$3,2832023
Lpl Financial LLC-Rpcpnot reported in the loaded dataset$65,592not reported in the loaded dataset2023
The Pension Servicenot reported in the loaded dataset$26,560not reported in the loaded dataset2023

Related Form 5500 pages