The Red Van Workshop, LLC 401(K) Plan — Form 5500 plan (The Red Van Workshop, 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, The Red Van Workshop, LLC 401(K) Plan is a benefit plan reported by The Red Van Workshop, LLC under EIN 47-2685133 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $7,800,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Red Van Workshop, LLC
EIN
47-2685133
Plan number
001
Plan type
2
Location
Longmont, CO
Latest filing year
2023
Participants
178
End-of-year plan assets
$7,800,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015174007NAL0049176832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,800,962
Total liabilities (EOY)
$35,916
Net assets (EOY)
$7,765,046
Net assets (BOY)
$5,788,833

Income & contributions

Employer contributions
$374,648
Participant contributions
$983,565
Total contributions
$1,403,464
Total income / additions
$2,483,705

Expenses & distributions

Benefits paid
$504,292
Administrative expenses
$3,200
Total expenses
$507,492
Net increase / (decrease)
$1,976,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Concepts & SvsTPA$0$3,0372023
MorningstarINVESTMENT ADVISORY$0$1,0592023

Related Form 5500 pages