Plan5500

Rivercap Holdings, LLC Cash Balance Pension Plan And Trust — Form 5500 plan (Rivercap Holdings, 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, Rivercap Holdings, LLC Cash Balance Pension Plan And Trust is a benefit plan reported by Rivercap Holdings, LLC under EIN 47-1706405 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $699,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rivercap Holdings, LLC
EIN
47-1706405
Plan number
002
Plan type
2
Location
Rocky River, OH
Latest filing year
2023
Participants
132
End-of-year plan assets
$699,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20251024095944NAL0004627824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$699,955
Total liabilities (EOY)
$0
Net assets (EOY)
$699,955
Net assets (BOY)
$724,556

Income & contributions

Total contributions
$0
Total income / additions
$122,097

Expenses & distributions

Benefits paid
$137,153
Administrative expenses
$9,486
Total expenses
$146,698
Net increase / (decrease)
-$24,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesADVISOR$5,731not reported in the loaded dataset2023
Penchecks Trust CompanyTRUST COMPANY$3,755not reported in the loaded dataset2023

Related Form 5500 pages