Plan5500

Richfield Living 403(B) Plan — Form 5500 plan (Richfield Living)

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, Richfield Living 403(B) Plan is a benefit plan reported by Richfield Living under EIN 54-0534606 and plan number 003. The latest loaded filing year is 2023. The filing reports 582 participants and $2,804,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richfield Living
EIN
54-0534606
Plan number
003
Plan type
2
Location
Salem, VA
Latest filing year
2023
Participants
582
End-of-year plan assets
$2,804,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023582H, C20241015104945NAL0048912816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,804,004
Total liabilities (EOY)
$0
Net assets (EOY)
$2,804,004
Net assets (BOY)
$5,981,713

Income & contributions

Employer contributions
$82,436
Participant contributions
$512,226
Total contributions
$606,869
Total income / additions
$1,519,881

Expenses & distributions

Benefits paid
$4,599,306
Administrative expenses
$98,284
Total expenses
$4,697,590
Net increase / (decrease)
-$3,177,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$44,926$02023
Retirement Plan Solutions IncCONTRACT ADMIN$27,856$5,8672023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages