River Birch LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (River Birch 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, River Birch LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by River Birch LLC under EIN 72-1217525 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $7,253,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Birch LLC
- EIN
- 72-1217525
- Plan number
- 001
- Plan type
- 2
- Location
- Harvey, LA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $7,253,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241012085911NAL0041281808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,253,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,253,916
- Net assets (BOY)
- $6,095,806
Income & contributions
- Employer contributions
- $442,255
- Participant contributions
- $713,080
- Total contributions
- $1,199,462
- Total income / additions
- $2,128,721
Expenses & distributions
- Benefits paid
- $938,865
- Administrative expenses
- $26,887
- Total expenses
- $970,611
- Net increase / (decrease)
- $1,158,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs - Retirement Plan Consulting | ADVISOR | $15,081 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $10,718 | not reported in the loaded dataset | 2023 |