E. A. Renfroe & Company, Inc. 401(K) Plan — Form 5500 plan (E. A. Renfroe & Company, 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, E. A. Renfroe & Company, Inc. 401(K) Plan is a benefit plan reported by E. A. Renfroe & Company, Inc. under EIN 58-2142437 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,352 participants and $31,378,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E. A. Renfroe & Company, Inc.
EIN
58-2142437
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
1,352
End-of-year plan assets
$31,378,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,352H, C20241009182219NAL0033653024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,378,551
Total liabilities (EOY)
$0
Net assets (EOY)
$31,378,551
Net assets (BOY)
$28,312,573

Income & contributions

Employer contributions
$0
Participant contributions
$2,620,666
Total contributions
$2,875,834
Total income / additions
$7,154,125

Expenses & distributions

Benefits paid
$3,727,573
Administrative expenses
$145,681
Total expenses
$4,088,147
Net increase / (decrease)
$3,065,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$97,937$02023
Wa Asset Management LLCADVISOR$44,060not reported in the loaded dataset2023

Related Form 5500 pages